Filed September 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,949 | $81,476-37.5% | $102,383-50.2% | $80,925-37.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 8.39% | 25.59%-17.2pp | 24.94%-16.5pp | 35.65%-27.3pp |
| Employer contribution / active EE | $3,519 | $3,105+13.3% | $3,870-9.1% | $2,756+27.7% |
| Participant deferral / active EE | $4,039 | $3,871+4.3% | $5,060-20.2% | $4,299-6.0% |
| Admin fee / account holder | $1,439 | $6,717-78.6% | $8,391-82.8% | $6,940-79.3% |