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 | $27,148 | $53,128-48.9% | $86,582-68.6% | $70,126-61.3% |
| Participation rate | 31.9% | 65.3%-33.4pp | 73.5%-41.6pp | 69.5%-37.6pp |
| Annual return | 11.41% | 27.66%-16.2pp | 965.08%-953.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,449 | $2,695-46.2% | $3,609-59.8% | $3,332-56.5% |
| Admin fee / account holder | $750 | $3,584-79.1% | $4,904-84.7% | $4,645-83.8% |