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 | $82,133+9.0% | $147,318-39.3% | $64,097+39.6% |
| Participation rate | 61.3% | 62.3%-1.0pp | 82.1%-20.8pp | 55.2%+6.1pp |
| Annual return | 15.31% | 78.78%-63.5pp | 70.43%-55.1pp | 34.64%-19.3pp |
| Employer contribution / active EE | $1,031 | $2,872-64.1% | $4,593-77.6% | $1,891-45.5% |
| Participant deferral / active EE | $2,198 | $5,407-59.3% | $7,906-72.2% | $3,080-28.6% |
| Admin fee / account holder | $10,269 | $3,730+175.3% | $13,708-25.1% | $3,454+197.3% |