Filed November 8, 2024
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,246 | $45,031-4.0% | $85,009-49.1% | $77,671-44.3% |
| Participation rate | 26.7% | 48.7%-22.0pp | 67.5%-40.8pp | 70.6%-43.9pp |
| Annual return | 75.33% | 79.22%-3.9pp | 66.47%+8.9pp | 31.21%+44.1pp |
| Employer contribution / active EE | $547 | $1,609-66.0% | $2,728-80.0% | $2,726-79.9% |
| Participant deferral / active EE | $811 | $2,807-71.1% | $4,522-82.1% | $4,648-82.6% |
| Admin fee / account holder | $2,489 | $912+173.0% | $6,153-59.5% | $430+478.3% |