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 | $74,258 | $149,679-50.4% | $117,039-36.6% | $147,586-49.7% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 17.83% | 19.31%-1.5pp | 18.95%-1.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,717 | $4,912-65.0% | $3,929-56.3% | $5,439-68.4% |
| Admin fee / account holder | $3,408 | $7,856-56.6% | $5,974-43.0% | $10,886-68.7% |