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 | $60,305+229.4% | $81,780+142.9% | $74,400+167.0% |
| Participation rate | 65.4% | 62.9%+2.5pp | 72.4%-7.0pp | 67.2%-1.8pp |
| Annual return | 10.08% | 16.89%-6.8pp | 776.27%-766.2pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $5,938 | $2,623+126.4% | $2,914+103.8% | $2,624+126.3% |
| Participant deferral / active EE | $4,486 | $3,390+32.4% | $4,321+3.8% | $4,348+3.2% |
| Admin fee / account holder | $13,840 | $1,484+832.5% | $7,384+87.4% | $1,944+612.1% |