Filed August 19, 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 | $76,015 | $145,431-47.7% | $211,142-64.0% | $87,485-13.1% |
| Participation rate | 58.6% | 84.7%-26.1pp | 87.3%-28.7pp | 68.9%-10.3pp |
| Annual return | 16.41% | 27.21%-10.8pp | 46.84%-30.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,044 | $4,662-56.1% | $6,442-68.3% | $2,596-21.3% |
| Participant deferral / active EE | $5,035 | $6,859-26.6% | $9,284-45.8% | $4,274+17.8% |
| Admin fee / account holder | $15,427 | $17,052-9.5% | $19,076-19.1% | $7,775+98.4% |