Filed May 29, 2024 (most recent of 2 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 | $54,429 | $110,083-50.6% | $151,645-64.1% | $68,490-20.5% |
| Participation rate | 66.2% | 84.0%-17.7pp | 87.5%-21.3pp | 67.9%-1.7pp |
| Annual return | -14.28% | -10.12%-4.2pp | 3.34%-17.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,399 | $4,470-68.7% | $6,165-77.3% | $2,597-46.1% |
| Participant deferral / active EE | $3,545 | $6,526-45.7% | $8,363-57.6% | $4,028-12.0% |
| Admin fee / account holder | $3,451 | $7,718-55.3% | $11,614-70.3% | $5,403-36.1% |