Filed July 18, 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 | $47,642 | $160,055-70.2% | $140,016-66.0% | $135,377-64.8% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -2.77% | 911.41%-914.2pp | 651.14%-653.9pp | 519.75%-522.5pp |
| Employer contribution / active EE | $1,485 | $6,420-76.9% | $5,606-73.5% | $4,779-68.9% |
| Participant deferral / active EE | $3,562 | $7,641-53.4% | $6,927-48.6% | $5,609-36.5% |
| Admin fee / account holder | $8,385 | $13,328-37.1% | $10,705-21.7% | $10,828-22.6% |