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 | $92,797 | $48,570+91.1% | $130,660-29.0% | $72,975+27.2% |
| Participation rate | 54.5% | 58.6%-4.0pp | 71.7%-17.2pp | 69.5%-14.9pp |
| Annual return | 21.79% | 38.63%-16.8pp | 1709.29%-1687.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,049 | $1,334+53.6% | $4,092-49.9% | $2,440-16.0% |
| Participant deferral / active EE | $3,894 | $2,384+63.4% | $3,603+8.1% | $3,608+7.9% |
| Admin fee / account holder | $1,184 | $3,549-66.6% | $5,463-78.3% | $5,124-76.9% |