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 | $81,504-37.5% | $102,437-50.3% | $80,959-37.1% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 8.39% | 25.60%-17.2pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $3,519 | $3,104+13.4% | $3,871-9.1% | $2,757+27.6% |
| Participant deferral / active EE | $4,039 | $3,871+4.3% | $5,060-20.2% | $4,300-6.1% |
| Admin fee / account holder | $1,439 | $6,719-78.6% | $8,388-82.8% | $6,925-79.2% |