Filed March 24, 2025 (most recent of 2 filings on file)
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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,357 | $138,385-71.6% | $184,200-78.6% | $80,874-51.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 86.8%-15.4pp | 67.6%+3.8pp |
| Annual return | 18.66% | 20.02%-1.4pp | 28.80%-10.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,864 | $7,073-59.5% | $9,132-68.6% | $4,297-33.3% |
| Admin fee / account holder | $8,446 | $10,483-19.4% | $13,907-39.3% | $6,935+21.8% |