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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,190 | $48,078-53.8% | $78,676-71.8% | $62,881-64.7% |
| Participation rate | 41.8% | 65.2%-23.4pp | 73.6%-31.7pp | 69.3%-27.5pp |
| Annual return | 5.86% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,870 | $2,587-27.7% | $3,517-46.8% | $3,203-41.6% |
| Admin fee / account holder | $5,218 | $3,206+62.8% | $4,510+15.7% | $4,296+21.5% |