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 | $76,219 | $109,359-30.3% | $162,171-53.0% | $72,983+4.4% |
| Participation rate | 62.1% | 84.3%-22.2pp | 87.6%-25.5pp | 69.5%-7.4pp |
| Annual return | 21.91% | 25.46%-3.6pp | 115.60%-93.7pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,012 | $3,907-48.5% | $5,613-64.2% | $2,440-17.5% |
| Participant deferral / active EE | $3,629 | $5,481-33.8% | $7,297-50.3% | $3,608+0.6% |
| Admin fee / account holder | $3,549 | $7,972-55.5% | $10,843-67.3% | $5,124-30.7% |