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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,944 | $134,001-78.4% | $112,258-74.2% | $134,509-78.5% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.1%-47.3pp | 81.2%-53.5pp |
| Annual return | -15.20% | 47.15%-62.3pp | 27.47%-42.7pp | 418.13%-433.3pp |
| Employer contribution / active EE | $772 | $4,039-80.9% | $3,636-78.8% | $4,741-83.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,037 | $7,491-86.2% | $6,411-83.8% | $11,427-90.9% |