Filed January 17, 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 | $17,143 | $60,454-71.6% | $81,844-79.1% | $74,459-77.0% |
| Participation rate | 25.2% | 63.0%-37.8pp | 72.4%-47.2pp | 67.2%-42.0pp |
| Annual return | 12.49% | 16.87%-4.4pp | 778.87%-766.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,471 | $3,398-56.7% | $4,323-66.0% | $4,350-66.2% |
| Admin fee / account holder | $556 | $1,490-62.7% | $7,355-92.4% | $1,945-71.4% |