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 | $95,904+36.7% | $173,730-24.5% | $64,340+103.8% |
| Participation rate | 59.4% | 60.6%-1.3pp | 79.6%-20.2pp | 55.2%+4.1pp |
| Annual return | 28.11% | 17.47%+10.6pp | 19.96%+8.2pp | 24.14%+4.0pp |
| Employer contribution / active EE | $645 | $2,323-72.2% | $4,577-85.9% | $1,862-65.3% |
| Participant deferral / active EE | $4,434 | $3,488+27.1% | $6,326-29.9% | $2,980+48.8% |
| Admin fee / account holder | $2,897 | $5,089-43.1% | $17,523-83.5% | $3,703-21.8% |