Filed February 1, 2024 (most recent of 2 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 | $89,487 | $76,642+16.8% | $146,866-39.1% | $65,306+37.0% |
| Participation rate | 61.3% | 61.2%0pp | 82.5%-21.2pp | 57.7%+3.6pp |
| Annual return | 15.31% | 33.40%-18.1pp | 102.85%-87.5pp | 21.94%-6.6pp |
| Employer contribution / active EE | $1,031 | $2,621-60.7% | $4,425-76.7% | $1,967-47.6% |
| Participant deferral / active EE | $2,198 | $4,864-54.8% | $7,759-71.7% | $2,959-25.7% |
| Admin fee / account holder | $10,269 | $3,960+159.3% | $13,620-24.6% | $3,480+195.1% |