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 | $64,339 | $97,732-34.2% | $83,831-23.3% | $135,380-52.5% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -6.77% | 1287.56%-1294.3pp | 850.99%-857.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $201 | $4,222-95.2% | $3,631-94.5% | $4,779-95.8% |
| Participant deferral / active EE | $2,922 | $4,683-37.6% | $4,082-28.4% | $5,609-47.9% |
| Admin fee / account holder | $6,109 | $6,675-8.5% | $5,479+11.5% | $10,828-43.6% |