Filed July 10, 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 | $36,407 | $46,173-21.2% | $170,435-78.6% | $69,631-47.7% |
| Participation rate | 42.2% | 63.9%-21.7pp | 83.6%-41.4pp | 70.7%-28.5pp |
| Annual return | 990.30% | 21.62%+968.7pp | 205.94%+784.4pp | 27571.02%-26580.7pp |
| Employer contribution / active EE | $923 | $1,610-42.6% | $5,432-83.0% | $2,032-54.6% |
| Participant deferral / active EE | $1,375 | $2,080-33.9% | $4,939-72.2% | $3,224-57.4% |
| Admin fee / account holder | $420 | $116+262.1% | $13,881-97.0% | $110+280.2% |