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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,314 | $60,504-64.8% | $81,882-74.0% | $74,478-71.4% |
| Participation rate | 27.6% | 62.9%-35.4pp | 72.4%-44.8pp | 67.2%-39.7pp |
| Annual return | 51.78% | 16.91%+34.9pp | 779.47%-727.7pp | 1370.56%-1318.8pp |
| Employer contribution / active EE | $444 | $2,627-83.1% | $2,916-84.8% | $2,626-83.1% |
| Participant deferral / active EE | $594 | $3,400-82.5% | $4,323-86.3% | $4,350-86.3% |
| Admin fee / account holder | $1,431 | $1,492-4.1% | $7,360-80.6% | $1,946-26.5% |