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 | $45,747 | $227,291-79.9% | $214,702-78.7% | $155,188-70.5% |
| Participation rate | 69.6% | 88.0%-18.4pp | 87.5%-17.9pp | 80.8%-11.2pp |
| Annual return | 16.12% | 60.08%-44.0pp | 54.55%-38.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,149 | $9,582-67.1% | $9,147-65.6% | $6,531-51.8% |
| Admin fee / account holder | $10,576 | $20,413-48.2% | $19,830-46.7% | $14,480-27.0% |