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 | $97,428 | $73,988+31.7% | $96,538+0.9% | $75,177+29.6% |
| Participation rate | 53.1% | 66.4%-13.3pp | 74.3%-21.2pp | 67.2%-14.1pp |
| Annual return | -8.42% | 26.73%-35.1pp | 35.74%-44.2pp | 160.75%-169.2pp |
| Employer contribution / active EE | $1,280 | $2,930-56.3% | $3,740-65.8% | $2,671-52.1% |
| Participant deferral / active EE | $6,965 | $3,660+90.3% | $4,880+42.7% | $4,126+68.8% |
| Admin fee / account holder | $5,392 | $5,220+3.3% | $6,737-20.0% | $5,651-4.6% |