Filed February 19, 2024 (most recent of 3 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 | $26,911 | $62,672-57.1% | $185,117-85.5% | $70,126-61.6% |
| Participation rate | 47.2% | 63.8%-16.6pp | 77.3%-30.1pp | 69.5%-22.4pp |
| Annual return | 21.56% | 40.79%-19.2pp | 40.50%-18.9pp | 73.15%-51.6pp |
| Employer contribution / active EE | $220 | $1,753-87.4% | $4,182-94.7% | $2,343-90.6% |
| Participant deferral / active EE | $2,013 | $3,272-38.5% | $5,045-60.1% | $3,332-39.6% |
| Admin fee / account holder | $3,502 | $3,932-10.9% | $8,159-57.1% | $4,645-24.6% |