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 | $143,969+76.4% | $199,883+27.1% | $82,637+207.4% |
| Participation rate | 62.0% | 84.1%-22.2pp | 86.8%-24.8pp | 68.1%-6.1pp |
| Annual return | 16.40% | 25.67%-9.3pp | 43.81%-27.4pp | 53.51%-37.1pp |
| Employer contribution / active EE | $4,161 | $4,632-10.2% | $6,261-33.5% | $2,552+63.0% |
| Participant deferral / active EE | $5,490 | $6,937-20.9% | $9,138-39.9% | $4,126+33.1% |
| Admin fee / account holder | $12,005 | $14,597-17.8% | $17,268-30.5% | $7,339+63.6% |