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 | $82,685 | $82,028+0.8% | $123,105-32.8% | $59,633+38.7% |
| Participation rate | 54.1% | 83.2%-29.1pp | 86.8%-32.7pp | 68.7%-14.6pp |
| Annual return | 1.60% | 5.12%-3.5pp | 13.22%-11.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,966 | $3,297-40.4% | $5,151-61.8% | $2,203-10.7% |
| Participant deferral / active EE | $3,501 | $4,667-25.0% | $6,229-43.8% | $3,192+9.7% |
| Admin fee / account holder | $6,938 | $5,879+18.0% | $9,014-23.0% | $4,297+61.5% |