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 | $101,950-36.9% | $125,529-48.7% | $86,983-26.0% |
| Participation rate | 9.7% | 70.2%-60.5pp | 74.7%-65.0pp | 69.5%-59.9pp |
| Annual return | 7.90% | 18.29%-10.4pp | 202.56%-194.7pp | 25.83%-17.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $841 | $3,862-78.2% | $4,813-82.5% | $4,194-79.9% |
| Admin fee / account holder | $3,050 | $12,791-76.2% | $16,298-81.3% | $7,856-61.2% |