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 | $64,215 | $53,128+20.9% | $86,582-25.8% | $70,126-8.4% |
| Participation rate | 67.1% | 65.3%+1.8pp | 73.5%-6.5pp | 69.5%-2.5pp |
| Annual return | 16.18% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,267 | $2,695+58.3% | $3,609+18.3% | $3,332+28.1% |
| Admin fee / account holder | $5,573 | $3,584+55.5% | $4,904+13.6% | $4,645+20.0% |