Filed June 3, 2025
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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 | $42,890 | $44,850-4.4% | $60,547-29.2% | $59,633-28.1% |
| Participation rate | 61.2% | 59.5%+1.8pp | 68.0%-6.7pp | 68.7%-7.4pp |
| Annual return | -1.92% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,276 | $1,462-12.7% | $2,419-47.2% | $2,203-42.1% |
| Participant deferral / active EE | $3,757 | $2,230+68.5% | $3,328+12.9% | $3,192+17.7% |
| Admin fee / account holder | $2,427 | $3,635-33.2% | $4,536-46.5% | $4,297-43.5% |