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 | $32,591 | $60,128-45.8% | $90,440-64.0% | $79,852-59.2% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 12.12% | 71.95%-59.8pp | 1294.38%-1282.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,980 | $2,939-32.6% | $3,964-50.0% | $3,740-47.1% |
| Admin fee / account holder | $3,571 | $3,977-10.2% | $5,615-36.4% | $5,306-32.7% |