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 | $54,312 | $54,763-0.8% | $90,324-39.9% | $72,976-25.6% |
| Participation rate | 69.8% | 65.2%+4.7pp | 73.3%-3.4pp | 69.5%+0.4pp |
| Annual return | 20.54% | 30.63%-10.1pp | 78.15%-57.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,102 | $2,093+0.4% | $2,856-26.4% | $2,440-13.8% |
| Participant deferral / active EE | $4,505 | $2,887+56.0% | $3,885+15.9% | $3,608+24.9% |
| Admin fee / account holder | $6,110 | $3,973+53.8% | $5,356+14.1% | $5,124+19.2% |