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 | $106,475 | $209,888-49.3% | $189,545-43.8% | $167,553-36.5% |
| Participation rate | 27.3% | 88.7%-61.4pp | 87.8%-60.5pp | 82.1%-54.8pp |
| Annual return | 9.24% | 748.66%-739.4pp | 555.36%-546.1pp | 478.89%-469.7pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,607 | $8,934-82.0% | $8,220-80.4% | $6,343-74.7% |
| Admin fee / account holder | $8,457 | $14,300-40.9% | $12,049-29.8% | $12,316-31.3% |