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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,705 | $61,660-47.0% | $80,022-59.1% | $64,181-49.0% |
| Participation rate | 11.1% | 71.7%-60.6pp | 75.8%-64.7pp | 69.6%-58.5pp |
| Annual return | -6.22% | -0.33%-5.9pp | 11.22%-17.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $610 | $2,968-79.4% | $3,686-83.4% | $3,470-82.4% |
| Admin fee / account holder | $5,665 | $5,417+4.6% | $6,521-13.1% | $4,887+15.9% |