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 | $57,957 | $63,346-8.5% | $92,240-37.2% | $70,126-17.4% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 12.72% | 530.19%-517.5pp | 176.29%-163.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $224 | $2,471-90.9% | $3,680-93.9% | $2,343-90.4% |
| Participant deferral / active EE | $2,238 | $2,854-21.6% | $3,897-42.6% | $3,332-32.8% |
| Admin fee / account holder | $27,114 | $3,841+606.0% | $5,194+422.0% | $4,645+483.7% |