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 | $94,699+38.5% | $185,441-29.3% | $65,306+100.8% |
| Participation rate | 59.4% | 64.2%-4.9pp | 80.3%-20.9pp | 57.7%+1.7pp |
| Annual return | 28.11% | 16.71%+11.4pp | 20.16%+8.0pp | 21.94%+6.2pp |
| Employer contribution / active EE | $645 | $2,381-72.9% | $4,672-86.2% | $1,967-67.2% |
| Participant deferral / active EE | $4,434 | $3,568+24.3% | $6,152-27.9% | $2,959+49.8% |
| Admin fee / account holder | $2,897 | $4,797-39.6% | $17,890-83.8% | $3,480-16.8% |