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 | $71,078 | $87,546-18.8% | $75,784-6.2% | $125,389-43.3% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | -1.58% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $418 | $3,930-89.4% | $3,323-87.4% | $4,866-91.4% |
| Participant deferral / active EE | $4,175 | $4,230-1.3% | $3,652+14.3% | $5,352-22.0% |
| Admin fee / account holder | $10,267 | $6,503+57.9% | $5,300+93.7% | $9,541+7.6% |