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 | $87,450 | $107,368-18.6% | $92,915-5.9% | $152,909-42.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 20.09% | 145.64%-125.6pp | 109.45%-89.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $246 | $4,222-94.2% | $3,653-93.3% | $4,764-94.8% |
| Participant deferral / active EE | $2,457 | $4,848-49.3% | $4,238-42.0% | $5,851-58.0% |
| Admin fee / account holder | $7,181 | $7,082+1.4% | $5,796+23.9% | $11,601-38.1% |