Filed December 20, 2024 (most recent of 3 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 | $19,441 | $84,685-77.0% | $73,836-73.7% | $125,389-84.5% |
| Participation rate | 68.8% | 76.8%-8.0pp | 73.4%-4.7pp | 83.2%-14.4pp |
| Annual return | 152.55% | 3123.80%-2971.3pp | 2268.06%-2115.5pp | 282.24%-129.7pp |
| Employer contribution / active EE | $1,166 | $3,123-62.7% | $2,787-58.2% | $4,866-76.0% |
| Participant deferral / active EE | $3,801 | $3,993-4.8% | $3,583+6.1% | $5,352-29.0% |
| Admin fee / account holder | $1,796 | $5,694-68.5% | $4,882-63.2% | $9,541-81.2% |