Filed March 14, 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 | $42,572 | $58,121-26.8% | $130,788-67.4% | $64,728-34.2% |
| Participation rate | 15.3% | 34.7%-19.4pp | 70.1%-54.8pp | 57.9%-42.6pp |
| Annual return | 16.29% | 102.13%-85.8pp | 386.44%-370.2pp | 49.38%-33.1pp |
| Employer contribution / active EE | $322 | $1,281-74.9% | $3,558-91.0% | $2,243-85.6% |
| Participant deferral / active EE | $471 | $2,137-78.0% | $4,137-88.6% | $2,729-82.7% |
| Admin fee / account holder | $3,802 | $1,703+123.2% | $6,673-43.0% | $1,145+232.0% |