Filed January 18, 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 | $124,278 | $94,529+31.5% | $140,019-11.2% | $64,173+93.7% |
| Participation rate | 64.3% | 84.1%-19.8pp | 87.5%-23.2pp | 69.6%-5.3pp |
| Annual return | 13.61% | 7.77%+5.8pp | 651.17%-637.6pp | 7.63%+6.0pp |
| Employer contribution / active EE | $3,194 | $3,812-16.2% | $5,605-43.0% | $2,381+34.1% |
| Participant deferral / active EE | $3,463 | $5,250-34.0% | $6,927-50.0% | $3,470-0.2% |
| Admin fee / account holder | $16,040 | $6,741+137.9% | $10,705+49.8% | $4,887+228.2% |