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.)
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 | $10,380 | $65,434-84.1% | $98,483-89.5% | $85,847-87.9% |
| Participation rate | 65.6% | 65.0%+0.6pp | 73.3%-7.7pp | 69.3%-3.7pp |
| Annual return | 9.51% | 21.75%-12.2pp | 1494.38%-1484.9pp | 318.61%-309.1pp |
| Employer contribution / active EE | $349 | $2,169-83.9% | $2,961-88.2% | $2,565-86.4% |
| Participant deferral / active EE | $392 | $3,168-87.6% | $4,276-90.8% | $3,952-90.1% |
| Admin fee / account holder | $1,129 | $4,595-75.4% | $5,953-81.0% | $6,261-82.0% |