Filed June 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,702 | $81,504-25.5% | $102,437-40.7% | $80,959-25.0% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.7%-21.5pp |
| Annual return | -45.24% | 25.60%-70.8pp | 24.95%-70.2pp | 35.67%-80.9pp |
| Employer contribution / active EE | $1,320 | $3,104-57.5% | $3,871-65.9% | $2,757-52.1% |
| Participant deferral / active EE | $2,864 | $3,871-26.0% | $5,060-43.4% | $4,300-33.4% |
| Admin fee / account holder | $4,808 | $6,719-28.4% | $8,388-42.7% | $6,925-30.6% |