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 | $223,823-72.9% | $211,142-71.3% | $154,746-60.8% |
| Participation rate | 68.4% | 87.9%-19.4pp | 87.3%-18.9pp | 80.7%-12.3pp |
| Annual return | 30.32% | 50.39%-20.1pp | 46.84%-16.5pp | 172.34%-142.0pp |
| Employer contribution / active EE | $1,759 | $6,787-74.1% | $6,442-72.7% | $4,379-59.8% |
| Participant deferral / active EE | $2,342 | $9,750-76.0% | $9,284-74.8% | $6,730-65.2% |
| Admin fee / account holder | $8,555 | $19,707-56.6% | $19,076-55.2% | $14,365-40.4% |