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 | $81,446-25.5% | $103,374-41.3% | $80,874-24.9% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | -45.44% | 25.57%-71.0pp | 24.89%-70.3pp | 35.62%-81.1pp |
| Employer contribution / active EE | $1,320 | $3,107-57.5% | $3,869-65.9% | $2,756-52.1% |
| Participant deferral / active EE | $2,864 | $3,870-26.0% | $5,058-43.4% | $4,297-33.3% |
| Admin fee / account holder | $4,785 | $6,715-28.7% | $8,394-43.0% | $6,935-31.0% |