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 | $52,850 | $53,128-0.5% | $86,582-39.0% | $70,126-24.6% |
| Participation rate | 67.2% | 65.3%+1.9pp | 73.5%-6.3pp | 69.5%-2.3pp |
| Annual return | 14.22% | 27.66%-13.4pp | 965.08%-950.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,617 | $2,068-21.8% | $2,839-43.1% | $2,343-31.0% |
| Participant deferral / active EE | $3,367 | $2,695+24.9% | $3,609-6.7% | $3,332+1.1% |
| Admin fee / account holder | $4,089 | $3,584+14.1% | $4,904-16.6% | $4,645-12.0% |