Filed April 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,776 | $68,996+115.6% | $159,991-7.0% | $68,495+117.2% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.7pp |
| Annual return | -14.86% | -9.65%-5.2pp | 408.82%-423.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,091 | $2,212+84.9% | $4,225-3.2% | $2,596+57.6% |
| Participant deferral / active EE | $8,782 | $4,211+108.6% | $6,183+42.0% | $4,028+118.1% |
| Admin fee / account holder | $4,893 | $4,797+2.0% | $8,715-43.9% | $5,403-9.4% |