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 | $51,631+125.6% | $129,397-10.0% | $80,925+43.9% |
| Participation rate | 55.6% | 56.9%-1.4pp | 69.6%-14.1pp | 67.7%-12.1pp |
| Annual return | 16.36% | 20.77%-4.4pp | 9453.98%-9437.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,598 | $1,583+64.1% | $4,154-37.5% | $2,756-5.7% |
| Participant deferral / active EE | $6,581 | $2,670+146.5% | $4,167+57.9% | $4,299+53.1% |
| Admin fee / account holder | $24,913 | $4,309+478.2% | $7,679+224.4% | $6,940+259.0% |