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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,192 | $56,894-36.4% | $84,753-57.3% | $62,881-42.4% |
| Participation rate | 65.8% | 68.5%-2.7pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 4.15% | 6.30%-2.2pp | 22.78%-18.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,893 | $2,400-21.1% | $3,574-47.0% | $2,281-17.0% |
| Participant deferral / active EE | $3,713 | $2,709+37.1% | $3,7120% | $3,203+15.9% |
| Admin fee / account holder | $2,157 | $3,581-39.8% | $5,333-59.5% | $4,296-49.8% |