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 | $146,267-48.0% | $197,124-61.4% | $82,448-7.8% |
| Participation rate | 58.6% | 84.0%-25.4pp | 86.7%-28.1pp | 68.1%-9.4pp |
| Annual return | 16.41% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,044 | $4,723-56.7% | $6,227-67.2% | $2,551-19.9% |
| Participant deferral / active EE | $5,035 | $7,035-28.4% | $9,135-44.9% | $4,139+21.6% |
| Admin fee / account holder | $15,427 | $14,422+7.0% | $16,298-5.3% | $7,234+113.2% |