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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,957 | $53,774+22.7% | $134,162-50.8% | $79,856-17.4% |
| Participation rate | 68.4% | 58.8%+9.6pp | 72.2%-3.8pp | 69.6%-1.3pp |
| Annual return | -2.05% | 19.01%-21.1pp | 36.35%-38.4pp | 31.71%-33.8pp |
| Employer contribution / active EE | $993 | $1,322-24.8% | $3,705-73.2% | $2,471-59.8% |
| Participant deferral / active EE | $3,368 | $2,420+39.2% | $3,500-3.8% | $3,741-10.0% |
| Admin fee / account holder | $2,990 | $3,985-25.0% | $6,685-55.3% | $5,306-43.7% |