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 | $184,000-58.1% | $162,185-52.4% | $152,909-49.6% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 11.96% | 150.80%-138.8pp | 115.61%-103.7pp | 345.46%-333.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,598 | $8,033-67.7% | $7,297-64.4% | $5,851-55.6% |
| Admin fee / account holder | $8,462 | $13,124-35.5% | $10,844-22.0% | $11,601-27.1% |