Filed September 8, 2025
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,434 | $185,830-82.5% | $170,004-80.9% | $139,427-76.7% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 6.62% | 60.52%-53.9pp | 53.39%-46.8pp | 373.27%-366.6pp |
| Employer contribution / active EE | $2,927 | $7,591-61.4% | $6,786-56.9% | $4,752-38.4% |
| Participant deferral / active EE | $3,242 | $11,622-72.1% | $10,408-68.9% | $6,711-51.7% |
| Admin fee / account holder | $39,899 | $15,381+159.4% | $12,816+211.3% | $11,404+249.9% |