Filed May 2, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,937 | $99,652-71.0% | $78,778-63.3% | $147,586-80.4% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 17.90% | 47.28%-29.4pp | 35.62%-17.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,647 | $2,796-41.1% | $1,986-17.1% | $4,876-66.2% |
| Participant deferral / active EE | $3,498 | $3,664-4.5% | $2,958+18.2% | $5,439-35.7% |
| Admin fee / account holder | $1,584 | $7,155-77.9% | $5,134-69.2% | $10,886-85.5% |