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 | $66,444-35.9% | $120,225-64.6% | $79,634-46.5% |
| Participation rate | 15.3% | 42.8%-27.4pp | 69.6%-54.3pp | 62.5%-47.2pp |
| Annual return | 16.29% | 53.37%-37.1pp | 439.23%-422.9pp | 36.46%-20.2pp |
| Employer contribution / active EE | $322 | $1,860-82.7% | $3,475-90.7% | $2,529-87.3% |
| Participant deferral / active EE | $471 | $2,798-83.2% | $3,999-88.2% | $3,835-87.7% |
| Admin fee / account holder | $3,802 | $1,295+193.5% | $5,696-33.3% | $1,002+279.5% |