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 | $101,488 | $123,793-18.0% | $177,840-42.9% | $79,852+27.1% |
| Participation rate | 51.9% | 84.7%-32.8pp | 87.7%-35.9pp | 69.6%-17.8pp |
| Annual return | 25.49% | 22.82%+2.7pp | 48.32%-22.8pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,224 | $4,095-45.7% | $5,919-62.4% | $2,471-10.0% |
| Participant deferral / active EE | $4,132 | $5,956-30.6% | $7,714-46.4% | $3,740+10.5% |
| Admin fee / account holder | $15,235 | $7,243+110.4% | $12,431+22.6% | $5,306+187.1% |