Filed May 27, 2025
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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 | $64,575 | $57,352+12.6% | $83,830-23.0% | $64,173+0.6% |
| Participation rate | 61.1% | 68.6%-7.5pp | 76.1%-15.0pp | 69.6%-8.5pp |
| Annual return | -9.31% | 11.38%-20.7pp | 850.97%-860.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,575 | $2,546-38.1% | $3,631-56.6% | $2,381-33.8% |
| Participant deferral / active EE | $4,570 | $2,993+52.7% | $4,082+12.0% | $3,470+31.7% |
| Admin fee / account holder | $6,392 | $4,046+58.0% | $5,479+16.7% | $4,887+30.8% |