Filed May 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,985 | $135,645-47.7% | $110,243-35.6% | $135,381-47.6% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.8%-37.0pp | 82.6%-39.8pp |
| Annual return | -4.15% | 513.24%-517.4pp | 314.76%-318.9pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,009 | $4,907-38.7% | $3,827-21.4% | $4,779-37.0% |
| Participant deferral / active EE | $4,347 | $5,507-21.1% | $4,672-7.0% | $5,609-22.5% |
| Admin fee / account holder | $9,196 | $11,458-19.7% | $8,548+7.6% | $10,828-15.1% |