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 | $73,012 | $138,393-47.2% | $184,256-60.4% | $80,959-9.8% |
| Participation rate | 59.3% | 83.9%-24.6pp | 86.8%-27.6pp | 67.7%-8.4pp |
| Annual return | 36.68% | 20.01%+16.7pp | 28.85%+7.8pp | 35.67%+1.0pp |
| Employer contribution / active EE | $2,153 | $4,847-55.6% | $6,427-66.5% | $2,757-21.9% |
| Participant deferral / active EE | $5,276 | $7,076-25.4% | $9,133-42.2% | $4,300+22.7% |
| Admin fee / account holder | $5,311 | $10,489-49.4% | $13,899-61.8% | $6,925-23.3% |