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 | $59,316 | $94,529-37.3% | $140,019-57.6% | $64,173-7.6% |
| Participation rate | 62.7% | 84.1%-21.4pp | 87.5%-24.8pp | 69.6%-6.9pp |
| Annual return | -3.74% | 7.77%-11.5pp | 651.15%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,769 | $3,812-53.6% | $5,605-68.4% | $2,381-25.7% |
| Participant deferral / active EE | $3,064 | $5,250-41.6% | $6,927-55.8% | $3,470-11.7% |
| Admin fee / account holder | $6,986 | $6,741+3.6% | $10,705-34.7% | $4,887+42.9% |