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 | $98,109 | $133,998-26.8% | $112,263-12.6% | $134,545-27.1% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.1%-22.1pp | 81.2%-28.3pp |
| Annual return | -19.41% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $314 | $4,040-92.2% | $3,636-91.4% | $4,742-93.4% |
| Participant deferral / active EE | $3,137 | $5,292-40.7% | $4,729-33.7% | $6,401-51.0% |
| Admin fee / account holder | $2,666 | $7,493-64.4% | $6,410-58.4% | $11,431-76.7% |