Filed January 2, 2024 (most recent of 5 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 | $31,749 | $39,245-19.1% | $64,105-50.5% | $52,331-39.3% |
| Participation rate | 53.3% | 58.2%-4.9pp | 68.2%-14.8pp | 68.1%-14.8pp |
| Annual return | 1.11% | 14.79%-13.7pp | 791.24%-790.1pp | 4.54%-3.4pp |
| Employer contribution / active EE | $912 | $736+23.9% | $1,820-49.9% | $1,882-51.5% |
| Participant deferral / active EE | $1,643 | $1,992-17.5% | $2,822-41.8% | $3,022-45.6% |
| Admin fee / account holder | $2,826 | $592+376.9% | $4,499-37.2% | $592+377.7% |