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 | $63,292 | $54,370+16.4% | $82,763-23.5% | $68,490-7.6% |
| Participation rate | 58.3% | 63.9%-5.6pp | 72.6%-14.2pp | 67.9%-9.6pp |
| Annual return | -18.35% | -13.67%-4.7pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,547 | $2,219+14.8% | $3,008-15.3% | $2,597-1.9% |
| Participant deferral / active EE | $4,710 | $3,247+45.0% | $4,395+7.2% | $4,028+16.9% |
| Admin fee / account holder | $17,608 | $4,398+300.3% | $5,325+230.7% | $5,403+225.9% |