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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,123 | $183,968-58.1% | $162,166-52.4% | $152,870-49.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 11.96% | 150.77%-138.8pp | 115.59%-103.6pp | 345.34%-333.4pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,598 | $8,034-67.7% | $7,298-64.4% | $5,850-55.6% |
| Admin fee / account holder | $8,462 | $13,121-35.5% | $10,842-22.0% | $11,597-27.0% |