Filed April 24, 2025 (most recent of 5 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 | $23,615 | $56,544-58.2% | $75,501-68.7% | $70,124-66.3% |
| Participation rate | 42.5% | 68.1%-25.7pp | 72.4%-29.9pp | 69.5%-27.1pp |
| Annual return | 15.50% | 23.59%-8.1pp | 27.35%-11.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,004 | $2,580-61.1% | $3,142-68.0% | $3,332-69.9% |
| Admin fee / account holder | $2,819 | $3,827-26.3% | $5,801-51.4% | $4,645-39.3% |