Filed May 14, 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.
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 | $86,383 | $86,949-0.7% | $102,460-15.7% | $80,959+6.7% |
| Participation rate | 68.4% | 72.4%-4.0pp | 76.5%-8.2pp | 67.7%+0.7pp |
| Annual return | 13.60% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,149 | $2,370-9.3% | $3,025-29.0% | $2,757-22.1% |
| Participant deferral / active EE | $5,248 | $4,121+27.4% | $5,056+3.8% | $4,300+22.0% |
| Admin fee / account holder | $7,932 | $8,048-1.4% | $9,460-16.2% | $6,925+14.5% |