Filed May 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,351 | $94,436-31.9% | $115,599-44.3% | $82,637-22.1% |
| Participation rate | 9.7% | 70.4%-60.8pp | 74.3%-64.6pp | 68.1%-58.4pp |
| Annual return | 7.90% | 18.37%-10.5pp | 111.10%-103.2pp | 53.51%-45.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $841 | $3,955-78.7% | $4,889-82.8% | $4,126-79.6% |
| Admin fee / account holder | $3,050 | $10,328-70.5% | $12,841-76.3% | $7,339-58.4% |