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 | $64,729 | $57,350+12.9% | $83,850-22.8% | $64,181+0.9% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.1pp | 69.6%-2.5pp |
| Annual return | -3.51% | 11.38%-14.9pp | 850.92%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,578 | $2,545+1.3% | $3,631-29.0% | $2,381+8.3% |
| Participant deferral / active EE | $5,159 | $2,993+72.4% | $4,082+26.4% | $3,470+48.7% |
| Admin fee / account holder | $1,787 | $4,046-55.8% | $5,478-67.4% | $4,887-63.4% |