Filed January 9, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,988 | $142,972+77.6% | $214,702+18.3% | $86,983+192.0% |
| Participation rate | 62.0% | 84.9%-22.9pp | 87.5%-25.5pp | 69.5%-7.6pp |
| Annual return | 16.40% | 18.49%-2.1pp | 54.55%-38.2pp | 25.83%-9.4pp |
| Employer contribution / active EE | $4,161 | $4,635-10.2% | $6,461-35.6% | $2,584+61.0% |
| Participant deferral / active EE | $5,490 | $6,568-16.4% | $9,147-40.0% | $4,194+30.9% |
| Admin fee / account holder | $12,005 | $17,617-31.9% | $19,830-39.5% | $7,856+52.8% |