Filed January 12, 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 | $78,079 | $51,631+51.2% | $129,397-39.7% | $80,925-3.5% |
| Participation rate | 46.7% | 56.9%-10.3pp | 69.6%-23.0pp | 67.7%-21.0pp |
| Annual return | 14.86% | 20.77%-5.9pp | 9453.98%-9439.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,075 | $1,583-32.1% | $4,154-74.1% | $2,756-61.0% |
| Participant deferral / active EE | $2,713 | $2,670+1.6% | $4,167-34.9% | $4,299-36.9% |
| Admin fee / account holder | $12,237 | $4,309+184.0% | $7,679+59.4% | $6,940+76.3% |