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 | $98,547+33.1% | $216,567-39.4% | $69,733+88.1% |
| Participation rate | 59.4% | 68.4%-9.0pp | 81.6%-22.3pp | 62.5%-3.1pp |
| Annual return | 28.11% | 14.25%+13.9pp | 12.94%+15.2pp | 15.22%+12.9pp |
| Employer contribution / active EE | $645 | $2,660-75.7% | $5,216-87.6% | $2,250-71.3% |
| Participant deferral / active EE | $4,434 | $3,496+26.9% | $6,191-28.4% | $3,054+45.2% |
| Admin fee / account holder | $2,897 | $4,094-29.2% | $21,981-86.8% | $3,102-6.6% |