Filed August 17, 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.
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 | $34,320 | $52,580-34.7% | $71,671-52.1% | $70,126-51.1% |
| Participation rate | 69.0% | 60.9%+8.1pp | 68.7%+0.2pp | 69.5%-0.6pp |
| Annual return | 21.19% | 20.25%+0.9pp | 20.65%+0.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,810 | $1,616+12.0% | $2,460-26.4% | $2,343-22.7% |
| Participant deferral / active EE | $2,261 | $2,386-5.3% | $3,438-34.2% | $3,332-32.1% |
| Admin fee / account holder | $3,396 | $3,653-7.0% | $5,558-38.9% | $4,645-26.9% |