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 | $122,103 | $106,280+14.9% | $96,538+26.5% | $139,487-12.5% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 14.16% | 38.48%-24.3pp | 35.74%-21.6pp | 373.84%-359.7pp |
| Employer contribution / active EE | $238 | $4,107-94.2% | $3,740-93.6% | $4,755-95.0% |
| Participant deferral / active EE | $2,380 | $5,457-56.4% | $4,880-51.2% | $6,713-64.5% |
| Admin fee / account holder | $6,635 | $7,888-15.9% | $6,737-1.5% | $11,407-41.8% |