Filed May 2, 2024 (most recent of 6 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 | $106,205 | $80,763+31.5% | $102,412+3.7% | $74,459+42.6% |
| Participation rate | 62.1% | 65.7%-3.5pp | 74.5%-12.4pp | 67.2%-5.1pp |
| Annual return | 17.31% | 27.57%-10.3pp | 24.94%-7.6pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $3,230 | $3,160+2.2% | $3,870-16.5% | $2,626+23.0% |
| Participant deferral / active EE | $7,056 | $3,862+82.7% | $5,060+39.4% | $4,350+62.2% |
| Admin fee / account holder | $5,587 | $2,371+135.6% | $8,388-33.4% | $1,945+187.3% |