Filed June 5, 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 | $27,700 | $75,962-63.5% | $154,108-82.0% | $64,173-56.8% |
| Participation rate | 61.2% | 70.4%-9.2pp | 83.0%-21.8pp | 69.6%-8.3pp |
| Annual return | 2.50% | 30.32%-27.8pp | 735.21%-732.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $2,569 | $3,350-23.3% | $5,298-51.5% | $2,381+7.9% |
| Participant deferral / active EE | $2,433 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $901 | $5,589-83.9% | $13,411-93.3% | $4,887-81.6% |