Filed May 6, 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 | $116,480 | $51,604+125.7% | $129,295-9.9% | $80,874+44.0% |
| Participation rate | 55.6% | 57.0%-1.4pp | 69.6%-14.1pp | 67.6%-12.1pp |
| Annual return | 16.36% | 20.76%-4.4pp | 9429.28%-9412.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,598 | $1,585+64.0% | $4,157-37.5% | $2,756-5.7% |
| Participant deferral / active EE | $6,581 | $2,670+146.5% | $4,169+57.9% | $4,297+53.2% |
| Admin fee / account holder | $24,913 | $4,310+478.1% | $7,665+225.0% | $6,935+259.2% |