Filed January 24, 2024 (most recent of 2 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 | $87,231 | $88,702-1.7% | $81,780+6.7% | $145,978-40.2% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 12.48% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,227 | $4,645+77.1% | $4,321+90.4% | $6,690+23.0% |
| Admin fee / account holder | $350 | $8,414-95.8% | $7,384-95.3% | $13,400-97.4% |