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 | $34,085 | $100,911-66.2% | $90,440-62.3% | $158,966-78.6% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 15.10% | 1726.62%-1711.5pp | 1294.38%-1279.3pp | 302.95%-287.8pp |
| Employer contribution / active EE | $2,759 | $3,690-25.2% | $3,263-15.5% | $4,762-42.1% |
| Participant deferral / active EE | $9,336 | $4,348+114.7% | $3,964+135.6% | $5,983+56.0% |
| Admin fee / account holder | $406 | $6,507-93.8% | $5,615-92.8% | $11,250-96.4% |