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 | $48,566 | $43,730+11.1% | $121,220-59.9% | $64,173-24.3% |
| Participation rate | 64.6% | 58.3%+6.3pp | 71.8%-7.1pp | 69.6%-4.9pp |
| Annual return | -6.30% | 68.94%-75.2pp | 16.94%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $908 | $1,297-30.0% | $4,023-77.4% | $2,381-61.9% |
| Participant deferral / active EE | $2,234 | $2,281-2.0% | $3,345-33.2% | $3,470-35.6% |
| Admin fee / account holder | $614 | $3,502-82.5% | $5,021-87.8% | $4,887-87.4% |