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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,460 | $87,834+129.4% | $133,975+50.4% | $62,881+220.4% |
| Participation rate | 65.7% | 83.4%-17.7pp | 87.1%-21.4pp | 69.3%-3.6pp |
| Annual return | 7.26% | 12.05%-4.8pp | 29.29%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,207 | $3,482-7.9% | $5,211-38.5% | $2,281+40.6% |
| Participant deferral / active EE | $4,072 | $4,812-15.4% | $6,282-35.2% | $3,203+27.1% |
| Admin fee / account holder | $2,378 | $5,372-55.7% | $9,324-74.5% | $4,296-44.6% |