Filed May 6, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,485 | $111,535+34.9% | $105,223+43.0% | $137,256+9.6% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.0%-20.0pp | 80.0%-25.0pp |
| Annual return | 15.78% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,860 | $3,939-52.8% | $3,689-49.6% | $4,156-55.2% |
| Participant deferral / active EE | $4,541 | $5,500-17.4% | $5,072-10.5% | $6,407-29.1% |
| Admin fee / account holder | $4,235 | $9,721-56.4% | $8,859-52.2% | $12,270-65.5% |