Filed November 11, 2024 (most recent of 5 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,196 | $85,169-14.1% | $172,755-57.6% | $72,983+0.3% |
| Participation rate | 31.6% | 70.1%-38.5pp | 82.6%-51.1pp | 69.5%-37.9pp |
| Annual return | 16.05% | 27.32%-11.3pp | 802.94%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $956 | $3,260-70.7% | $5,198-81.6% | $3,608-73.5% |
| Admin fee / account holder | $3,833 | $5,880-34.8% | $13,955-72.5% | $5,124-25.2% |