Filed May 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 | $117,280 | $73,940+58.6% | $96,496+21.5% | $75,173+56.0% |
| Participation rate | 54.0% | 66.4%-12.4pp | 74.3%-20.3pp | 67.2%-13.2pp |
| Annual return | 7.03% | 26.71%-19.7pp | 35.70%-28.7pp | 160.65%-153.6pp |
| Employer contribution / active EE | $3,931 | $2,929+34.2% | $3,738+5.2% | $2,670+47.2% |
| Participant deferral / active EE | $5,363 | $3,659+46.6% | $4,879+9.9% | $4,126+30.0% |
| Admin fee / account holder | $44,786 | $5,216+758.6% | $6,731+565.4% | $5,651+692.5% |