Filed March 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,226 | $136,307-58.8% | $106,619-47.3% | $273,972-79.5% |
| Participation rate | 33.3% | 84.8%-51.4pp | 78.0%-44.7pp | 83.0%-49.7pp |
| Annual return | 6.26% | 11.05%-4.8pp | 9.42%-3.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,515 | $4,969-69.5% | $3,930-61.4% | $5,287-71.3% |
| Admin fee / account holder | $2,102 | $8,625-75.6% | $6,418-67.3% | $10,133-79.3% |