Filed July 17, 2025 (most recent of 3 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 | $60,620 | $209,336-71.0% | $197,124-69.2% | $137,256-55.8% |
| Participation rate | 68.4% | 87.3%-18.9pp | 86.7%-18.3pp | 80.0%-11.5pp |
| Annual return | 30.32% | 48.09%-17.8pp | 44.34%-14.0pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,759 | $6,591-73.3% | $6,227-71.8% | $4,156-57.7% |
| Participant deferral / active EE | $2,342 | $9,614-75.6% | $9,135-74.4% | $6,407-63.4% |
| Admin fee / account holder | $8,555 | $17,308-50.6% | $16,298-47.5% | $12,270-30.3% |