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 | $58,022 | $160,059-63.7% | $140,019-58.6% | $135,380-57.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -2.03% | 911.48%-913.5pp | 651.17%-653.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,364 | $7,641-69.1% | $6,927-65.9% | $5,609-57.9% |
| Admin fee / account holder | $1,914 | $13,328-85.6% | $10,705-82.1% | $10,828-82.3% |