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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,885 | $100,060-26.2% | $149,721-50.7% | $70,126+5.4% |
| Participation rate | 47.5% | 83.6%-36.1pp | 87.1%-39.6pp | 69.5%-22.1pp |
| Annual return | 17.91% | 27.46%-9.5pp | 1501.67%-1483.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,373 | $3,661-62.5% | $5,444-74.8% | $2,343-41.4% |
| Participant deferral / active EE | $2,221 | $4,982-55.4% | $6,568-66.2% | $3,332-33.3% |
| Admin fee / account holder | $5,424 | $8,285-34.5% | $11,282-51.9% | $4,645+16.8% |