Filed March 10, 2025 (most recent of 2 filings on file)
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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 | $84,468 | $171,867-50.9% | $149,721-43.6% | $147,586-42.8% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 11.70% | 2113.36%-2101.7pp | 1501.67%-1490.0pp | 578.59%-566.9pp |
| Employer contribution / active EE | $7,910 | $6,275+26.1% | $5,444+45.3% | $4,876+62.2% |
| Participant deferral / active EE | $6,593 | $7,270-9.3% | $6,568+0.4% | $5,439+21.2% |
| Admin fee / account holder | $9,688 | $13,799-29.8% | $11,282-14.1% | $10,886-11.0% |