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 | $99,612 | $124,298-19.9% | $109,152-8.7% | $167,497-40.5% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 11.02% | 26.04%-15.0pp | 25.75%-14.7pp | 478.62%-467.6pp |
| Employer contribution / active EE | $216 | $4,208-94.9% | $3,722-94.2% | $4,838-95.5% |
| Participant deferral / active EE | $2,378 | $5,256-54.8% | $4,653-48.9% | $6,341-62.5% |
| Admin fee / account holder | $12,381 | $7,971+55.3% | $6,753+83.3% | $12,310+0.6% |