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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,419 | $83,369+25.2% | $105,223-0.8% | $67,986+53.6% |
| Participation rate | 65.0% | 56.3%+8.8pp | 75.0%-10.0pp | 57.2%+7.8pp |
| Annual return | 12.31% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $3,189 | $2,541+25.5% | $3,689-13.5% | $2,019+58.0% |
| Participant deferral / active EE | $6,632 | $3,295+101.3% | $5,072+30.8% | $3,358+97.5% |
| Admin fee / account holder | $25,772 | $4,073+532.8% | $8,859+190.9% | $3,203+704.6% |