Filed September 23, 2024 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,123 | $198,457-37.5% | $170,435-27.2% | $147,586-15.9% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 9.16% | 257.30%-248.1pp | 205.94%-196.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,333 | $6,183+34.8% | $5,432+53.4% | $4,876+70.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $42,769 | $16,852+153.8% | $13,881+208.1% | $10,886+292.9% |