Filed March 18, 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 | $34,227 | $118,496-71.1% | $98,461-65.2% | $139,466-75.5% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 16.58% | 18.96%-2.4pp | 21.17%-4.6pp | 373.66%-357.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,874 | $5,393+8.9% | $4,738+24.0% | $6,712-12.5% |
| Admin fee / account holder | $442 | $14,056-96.9% | $8,961-95.1% | $11,409-96.1% |