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.
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 | $209,336-78.1% | $197,124-76.8% | $137,256-66.7% |
| Participation rate | 69.6% | 87.3%-17.7pp | 86.7%-17.1pp | 80.0%-10.4pp |
| Annual return | 16.12% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,149 | $9,614-67.2% | $9,135-65.5% | $6,407-50.9% |
| Admin fee / account holder | $10,576 | $17,308-38.9% | $16,298-35.1% | $12,270-13.8% |