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1 fund of $250K or more; 2 lines in all, holding $2.2M of the plan's $2.5M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $2.2M | 99.7% |
| Attachment to Jan2024 Form Manager not matched · Other | $6K | 0.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.