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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,680 | $42,546-16.1% | $71,796-50.3% | $55,167-35.3% |
| Participation rate | 47.9% | 59.1%-11.2pp | 69.1%-21.2pp | 69.0%-21.1pp |
| Annual return | 4.77% | 12.36%-7.6pp | 78.04%-73.3pp | 169.23%-164.5pp |
| Employer contribution / active EE | $732 | $803-8.9% | $1,924-62.0% | $1,963-62.7% |
| Participant deferral / active EE | $1,448 | $2,064-29.9% | $2,794-48.2% | $3,054-52.6% |
| Admin fee / account holder | $2,321 | $650+257.3% | $4,815-51.8% | $504+360.6% |