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 | $97,115 | $115,780-16.1% | $101,255-4.1% | $158,931-38.9% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 14.90% | 56.14%-41.2pp | 46.48%-31.6pp | 302.86%-288.0pp |
| Employer contribution / active EE | $298 | $4,175-92.9% | $3,660-91.9% | $4,761-93.7% |
| Participant deferral / active EE | $3,010 | $4,958-39.3% | $4,370-31.1% | $5,982-49.7% |
| Admin fee / account holder | $628 | $7,246-91.3% | $5,946-89.4% | $11,247-94.4% |