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 | $27,149 | $54,370-50.1% | $82,763-67.2% | $68,490-60.4% |
| Participation rate | 67.6% | 63.9%+3.7pp | 72.6%-4.9pp | 67.9%-0.2pp |
| Annual return | -14.26% | -13.67%-0.6pp | 702.45%-716.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,797 | $2,219+116.2% | $3,008+59.5% | $2,597+84.7% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,455 | $4,398+1.3% | $5,325-16.3% | $5,403-17.5% |