Filed April 28, 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 | $40,924 | $89,259-54.2% | $107,187-61.8% | $82,637-50.5% |
| Participation rate | 51.2% | 67.9%-16.7pp | 75.0%-23.8pp | 68.1%-16.8pp |
| Annual return | 12.82% | 21.02%-8.2pp | 204.55%-191.7pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,434 | $3,080-53.5% | $3,782-62.1% | $2,552-43.8% |
| Participant deferral / active EE | $3,492 | $4,037-13.5% | $5,096-31.5% | $4,126-15.4% |
| Admin fee / account holder | $7,155 | $7,381-3.1% | $9,162-21.9% | $7,339-2.5% |