Filed December 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,602 | $85,766-4.9% | $136,298-40.1% | $70,126+16.4% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 21.57% | 31.46%-9.9pp | 5156.27%-5134.7pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,003 | $2,966-66.2% | $4,696-78.6% | $2,343-57.2% |
| Participant deferral / active EE | $3,975 | $5,051-21.3% | $6,247-36.4% | $3,332+19.3% |
| Admin fee / account holder | $3,021 | $5,421-44.3% | $9,244-67.3% | $4,645-35.0% |