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 | $22,818 | $49,177-53.6% | $79,466-71.3% | $64,173-64.4% |
| Participation rate | 31.4% | 65.0%-33.6pp | 73.3%-41.9pp | 69.6%-38.1pp |
| Annual return | -5.13% | -1.16%-4.0pp | 718.28%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,470 | $2,821-47.9% | $3,704-60.3% | $3,470-57.6% |
| Admin fee / account holder | $4,562 | $3,839+18.8% | $5,104-10.6% | $4,887-6.7% |