Filed January 31, 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.
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 | $39,288 | $38,969+0.8% | $109,313-64.1% | $55,167-28.8% |
| Participation rate | 54.6% | 58.2%-3.6pp | 71.3%-16.6pp | 69.0%-14.4pp |
| Annual return | 7.10% | 8.26%-1.2pp | 22.07%-15.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $600 | $1,227-51.1% | $3,892-84.6% | $1,963-69.4% |
| Participant deferral / active EE | $1,601 | $2,176-26.4% | $3,166-49.4% | $3,054-47.6% |
| Admin fee / account holder | $2,432 | $501+385.3% | $5,666-57.1% | $504+382.6% |