Filed March 6, 2024 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,424 | $53,216-12.8% | $155,534-70.2% | $199,960-76.8% |
| Participation rate | 0.0% | 64.1%-64.1pp | 78.2%-78.2pp | 72.0%-72.0pp |
| Annual return | 0.00% | 41.18%-41.2pp | 64.92%-64.9pp | 34.28%-34.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $174 | $3,164-94.5% | $5,630-96.9% | $5,087-96.6% |
| Admin fee / account holder | $1,486 | $186+700.0% | $15,900-90.7% | $269+451.7% |