Filed January 22, 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 | $101,127 | $56,339+79.5% | $104,301-3.0% | $68,486+47.7% |
| Participation rate | 63.7% | 63.3%+0.5pp | 73.3%-9.5pp | 67.9%-4.1pp |
| Annual return | -15.61% | -9.19%-6.4pp | 24.61%-40.2pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,913 | $1,960-2.4% | $3,373-43.3% | $2,597-26.3% |
| Participant deferral / active EE | $4,750 | $3,077+54.4% | $4,626+2.7% | $4,028+17.9% |
| Admin fee / account holder | $3,479 | $4,902-29.0% | $7,340-52.6% | $5,404-35.6% |