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 | $75,906 | $52,678+44.1% | $75,784+0.2% | $59,633+27.3% |
| Participation rate | 66.7% | 67.2%-0.6pp | 75.8%-9.2pp | 68.7%-2.0pp |
| Annual return | 6.04% | 2.95%+3.1pp | 9.68%-3.6pp | 2041.40%-2035.4pp |
| Employer contribution / active EE | $2,138 | $2,193-2.5% | $3,323-35.7% | $2,203-2.9% |
| Participant deferral / active EE | $3,857 | $2,591+48.9% | $3,652+5.6% | $3,192+20.9% |
| Admin fee / account holder | $7,533 | $3,610+108.7% | $5,300+42.1% | $4,297+75.3% |