Filed January 18, 2024 (most recent of 10 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 | $47,320 | $47,105+0.5% | $68,368-30.8% | $67,986-30.4% |
| Participation rate | 24.5% | 51.8%-27.3pp | 73.8%-49.2pp | 57.2%-32.7pp |
| Annual return | 11.04% | 48.37%-37.3pp | 292.57%-281.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,088 | $2,374-54.2% | $4,123-73.6% | $3,358-67.6% |
| Admin fee / account holder | $1,468 | $2,435-39.7% | $5,150-71.5% | $3,203-54.2% |