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 | $72,217 | $127,096-43.2% | $105,736-31.7% | $135,380-46.7% |
| Participation rate | 30.4% | 82.7%-52.3pp | 76.3%-45.9pp | 82.6%-52.2pp |
| Annual return | -8.41% | 4.49%-12.9pp | 6.27%-14.7pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,827 | $5,064-63.9% | $4,080-55.2% | $5,609-67.4% |
| Admin fee / account holder | $651 | $9,087-92.8% | $6,913-90.6% | $10,828-94.0% |