Filed December 21, 2024
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,141 | $91,120+43.9% | $161,149-18.6% | $64,097+104.6% |
| Participation rate | 59.4% | 62.2%-2.8pp | 78.8%-19.5pp | 55.2%+4.2pp |
| Annual return | 28.11% | 17.95%+10.2pp | 21.16%+7.0pp | 34.64%-6.5pp |
| Employer contribution / active EE | $645 | $2,284-71.7% | $4,360-85.2% | $1,891-65.9% |
| Participant deferral / active EE | $4,434 | $3,708+19.6% | $6,153-27.9% | $3,080+44.0% |
| Admin fee / account holder | $2,897 | $4,535-36.1% | $15,194-80.9% | $3,454-16.1% |