Filed February 26, 2024 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,658 | $60,393+228.9% | $81,820+142.8% | $74,429+166.9% |
| Participation rate | 65.4% | 62.9%+2.5pp | 72.4%-7.0pp | 67.2%-1.8pp |
| Annual return | 10.08% | 16.89%-6.8pp | 777.93%-767.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $5,938 | $2,626+126.1% | $2,915+103.7% | $2,625+126.2% |
| Participant deferral / active EE | $4,486 | $3,397+32.1% | $4,323+3.8% | $4,348+3.2% |
| Admin fee / account holder | $13,840 | $1,491+828.4% | $7,391+87.3% | $1,944+611.8% |