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 | $96,731+56.6% | $123,973+22.2% | $86,983+74.1% |
| Participation rate | 41.7% | 70.0%-28.4pp | 76.7%-35.0pp | 69.5%-27.9pp |
| Annual return | 9.50% | 17.33%-7.8pp | 388.13%-378.6pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,145 | $3,297-65.3% | $4,126-72.2% | $2,584-55.7% |
| Participant deferral / active EE | $5,513 | $4,152+32.8% | $5,247+5.1% | $4,194+31.5% |
| Admin fee / account holder | $1,313 | $8,722-84.9% | $11,799-88.9% | $7,856-83.3% |