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 | $76,212 | $56,894+34.0% | $84,753-10.1% | $62,881+21.2% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 5.45% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $308 | $2,400-87.2% | $3,574-91.4% | $2,281-86.5% |
| Participant deferral / active EE | $3,316 | $2,709+22.4% | $3,712-10.7% | $3,203+3.5% |
| Admin fee / account holder | $9,908 | $3,581+176.7% | $5,333+85.8% | $4,296+130.7% |