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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,851 | $60,139-86.9% | $90,461-91.3% | $79,856-90.2% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 10.06% | 71.96%-61.9pp | 1294.76%-1284.7pp | 31.71%-21.7pp |
| Employer contribution / active EE | $939 | $2,069-54.6% | $3,264-71.2% | $2,471-62.0% |
| Participant deferral / active EE | $1,129 | $2,939-61.6% | $3,964-71.5% | $3,741-69.8% |
| Admin fee / account holder | $2,726 | $3,978-31.5% | $5,617-51.5% | $5,306-48.6% |