Filed May 28, 2025 (most recent of 2 filings on file)
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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 | $64,875 | $69,383-6.5% | $101,275-35.9% | $73,497-11.7% |
| Participation rate | 47.0% | 68.4%-21.4pp | 75.8%-28.9pp | 70.7%-23.7pp |
| Annual return | 22.15% | 18.46%+3.7pp | 46.48%-24.3pp | 28.51%-6.4pp |
| Employer contribution / active EE | $1,920 | $2,628-26.9% | $3,660-47.5% | $2,270-15.4% |
| Participant deferral / active EE | $4,359 | $3,301+32.1% | $4,371-0.3% | $3,740+16.6% |
| Admin fee / account holder | $21,855 | $704+3005.2% | $5,948+267.4% | $513+4159.6% |