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 | $146,267+73.6% | $197,124+28.8% | $82,448+208.1% |
| Participation rate | 62.0% | 84.0%-22.0pp | 86.7%-24.7pp | 68.1%-6.1pp |
| Annual return | 16.40% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,161 | $4,723-11.9% | $6,227-33.2% | $2,551+63.1% |
| Participant deferral / active EE | $5,490 | $7,035-22.0% | $9,135-39.9% | $4,139+32.6% |
| Admin fee / account holder | $12,005 | $14,422-16.8% | $16,298-26.3% | $7,234+65.9% |