Filed March 6, 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 | $151,478 | $105,284+43.9% | $150,734+0.5% | $94,015+61.1% |
| Participation rate | 41.7% | 71.7%-30.1pp | 78.4%-36.8pp | 70.8%-29.2pp |
| Annual return | 9.50% | 15.67%-6.2pp | 600.81%-591.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,145 | $3,599-68.2% | $4,918-76.7% | $2,790-59.0% |
| Participant deferral / active EE | $5,513 | $4,274+29.0% | $5,610-1.7% | $4,249+29.7% |
| Admin fee / account holder | $1,313 | $9,839-86.7% | $14,905-91.2% | $8,951-85.3% |