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 | $51,638+125.6% | $129,406-10.0% | $80,959+43.9% |
| Participation rate | 55.6% | 56.9%-1.4pp | 69.6%-14.1pp | 67.7%-12.1pp |
| Annual return | 16.36% | 20.78%-4.4pp | 9468.18%-9451.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,598 | $1,584+64.1% | $4,155-37.5% | $2,757-5.8% |
| Participant deferral / active EE | $6,581 | $2,670+146.5% | $4,167+57.9% | $4,300+53.0% |
| Admin fee / account holder | $24,913 | $4,313+477.6% | $7,689+224.0% | $6,925+259.7% |