Filed May 7, 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 | $24,639 | $115,796-78.7% | $101,264-75.7% | $158,950-84.5% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 12.38% | 56.15%-43.8pp | 46.48%-34.1pp | 302.91%-290.5pp |
| Employer contribution / active EE | $808 | $4,175-80.7% | $3,660-77.9% | $4,762-83.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $936 | $7,247-87.1% | $5,947-84.3% | $11,248-91.7% |