Filed January 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,066 | $62,583-52.0% | $76,767-60.8% | $64,173-53.1% |
| Participation rate | 56.8% | 72.8%-16.1pp | 77.0%-20.2pp | 69.6%-12.8pp |
| Annual return | -6.90% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,950 | $3,145-38.0% | $3,852-49.4% | $3,470-43.8% |
| Admin fee / account holder | $629 | $4,667-86.5% | $6,675-90.6% | $4,887-87.1% |