Filed April 3, 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 | $35,274 | $148,582-76.3% | $135,942-74.1% | $139,456-74.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.47% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $2,509 | $5,245-52.2% | $4,858-48.3% | $4,753-47.2% |
| Participant deferral / active EE | $4,725 | $8,101-41.7% | $7,759-39.1% | $6,711-29.6% |
| Admin fee / account holder | $21,006 | $12,402+69.4% | $10,764+95.1% | $11,407+84.1% |