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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,742 | $41,377+78.2% | $109,313-32.5% | $62,881+17.3% |
| Participation rate | 43.3% | 57.5%-14.3pp | 71.3%-28.0pp | 69.3%-26.0pp |
| Annual return | 4.14% | 11.05%-6.9pp | 22.07%-17.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $727 | $1,276-43.0% | $3,892-81.3% | $2,281-68.1% |
| Participant deferral / active EE | $2,084 | $2,045+1.9% | $3,166-34.2% | $3,203-34.9% |
| Admin fee / account holder | $11,492 | $2,884+298.5% | $5,666+102.8% | $4,296+167.5% |