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.
Employer 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 | $148,367 | $110,410+34.4% | $102,437+44.8% | $145,897+1.7% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 15.80% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $374 | $4,217-91.1% | $3,871-90.3% | $4,663-92.0% |
| Participant deferral / active EE | $3,735 | $5,622-33.6% | $5,060-26.2% | $6,689-44.2% |
| Admin fee / account holder | $1,621 | $9,745-83.4% | $8,388-80.7% | $13,390-87.9% |