Filed April 29, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,311 | $48,078+29.6% | $78,676-20.8% | $62,881-0.9% |
| Participation rate | 65.8% | 65.2%+0.5pp | 73.6%-7.8pp | 69.3%-3.6pp |
| Annual return | 6.10% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,620 | $2,587+78.6% | $3,517+31.4% | $3,203+44.2% |
| Admin fee / account holder | $3,471 | $3,206+8.3% | $4,510-23.0% | $4,296-19.2% |