Filed September 4, 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 | $108,992 | $48,274+125.8% | $63,244+72.3% | $59,633+82.8% |
| Participation rate | 56.2% | 66.3%-10.1pp | 71.0%-14.9pp | 68.7%-12.5pp |
| Annual return | 21.97% | -240.79%+262.8pp | -70.31%+92.3pp | 2041.45%-2019.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,669 | $2,343+13.9% | $2,953-9.6% | $3,192-16.4% |
| Admin fee / account holder | $48,640 | $3,600+1251.2% | $5,893+725.4% | $4,297+1032.0% |