Filed January 29, 2025 (most recent of 3 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 | $46,178 | $45,152+2.3% | $73,836-37.5% | $59,633-22.6% |
| Participation rate | 63.6% | 64.0%-0.4pp | 73.4%-9.8pp | 68.7%-5.0pp |
| Annual return | -2.31% | 27.40%-29.7pp | 2268.06%-2270.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,622 | $1,901-14.7% | $2,787-41.8% | $2,203-26.4% |
| Participant deferral / active EE | $3,153 | $2,573+22.6% | $3,583-12.0% | $3,192-1.2% |
| Admin fee / account holder | $6,700 | $3,515+90.6% | $4,882+37.2% | $4,297+55.9% |