Filed March 20, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,282 | $65,122+1.8% | $135,792-51.2% | $64,097+3.4% |
| Participation rate | 64.3% | 47.1%+17.2pp | 72.6%-8.2pp | 55.2%+9.2pp |
| Annual return | 15.44% | 14.53%+0.9pp | 25.96%-10.5pp | 34.64%-19.2pp |
| Employer contribution / active EE | $1,092 | $1,280-14.7% | $3,496-68.8% | $1,891-42.3% |
| Participant deferral / active EE | $3,625 | $2,219+63.4% | $4,759-23.8% | $3,080+17.7% |
| Admin fee / account holder | $1,591 | $3,120-49.0% | $12,266-87.0% | $3,454-53.9% |