Filed July 22, 2024
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,023 | $57,752-18.6% | $112,273-58.1% | $71,511-34.2% |
| Participation rate | 61.9% | 58.8%+3.1pp | 72.4%-10.5pp | 67.9%-6.0pp |
| Annual return | 24.10% | 18.25%+5.8pp | 30.23%-6.1pp | 28.86%-4.8pp |
| Employer contribution / active EE | $2,018 | $1,912+5.5% | $3,431-41.2% | $2,589-22.0% |
| Participant deferral / active EE | $4,064 | $2,860+42.1% | $4,800-15.3% | $4,291-5.3% |
| Admin fee / account holder | $4,539 | $1,586+186.1% | $7,752-41.5% | $1,588+185.7% |