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 | $119,947 | $61,605+94.7% | $112,273+6.8% | $75,181+59.5% |
| Participation rate | 69.5% | 61.7%+7.8pp | 72.4%-2.9pp | 67.2%+2.3pp |
| Annual return | 15.24% | 28.47%-13.2pp | 30.23%-15.0pp | 160.69%-145.4pp |
| Employer contribution / active EE | $2,295 | $2,015+13.9% | $3,431-33.1% | $2,671-14.0% |
| Participant deferral / active EE | $4,952 | $3,108+59.3% | $4,800+3.2% | $4,126+20.0% |
| Admin fee / account holder | $3,522 | $4,862-27.6% | $7,752-54.6% | $5,650-37.7% |