Filed May 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,326 | $100,272+49.9% | $170,057-11.6% | $74,473+101.9% |
| Participation rate | 6.4% | 87.4%-81.0pp | 87.0%-80.6pp | 70.7%-64.4pp |
| Annual return | 12.28% | 66.12%-53.8pp | 53.42%-41.1pp | 34.36%-22.1pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $7,780 | $235+3215.4% | $12,826-39.3% | $347+2141.8% |