Filed March 24, 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 | $45,747 | $223,823-79.6% | $211,142-78.3% | $154,746-70.4% |
| Participation rate | 69.6% | 87.9%-18.3pp | 87.3%-17.7pp | 80.7%-11.1pp |
| Annual return | 16.12% | 50.39%-34.3pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,149 | $9,750-67.7% | $9,284-66.1% | $6,730-53.2% |
| Admin fee / account holder | $10,576 | $19,707-46.3% | $19,076-44.6% | $14,365-26.4% |