Filed January 4, 2024 (most recent of 3 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 | $58,037 | $34,932+66.1% | $56,441+2.8% | $74,546-22.1% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 13.82% | 24.90%-11.1pp | 1704.21%-1690.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $553 | $608-9.0% | $1,039-46.7% | $2,624-78.9% |
| Participant deferral / active EE | $932 | $1,173-20.5% | $1,953-52.3% | $4,347-78.6% |
| Admin fee / account holder | $4,763 | $2,359+101.9% | $2,829+68.4% | $1,944+145.1% |