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 | $254,252 | $100,060+154.1% | $149,721+69.8% | $70,126+262.6% |
| Participation rate | 69.4% | 83.6%-14.1pp | 87.1%-17.6pp | 69.5%-0.1pp |
| Annual return | 26.08% | 27.46%-1.4pp | 1501.67%-1475.6pp | 73.15%-47.1pp |
| Employer contribution / active EE | $3,260 | $3,661-10.9% | $5,444-40.1% | $2,343+39.2% |
| Participant deferral / active EE | $4,041 | $4,982-18.9% | $6,568-38.5% | $3,332+21.3% |
| Admin fee / account holder | $321 | $8,285-96.1% | $11,282-97.2% | $4,645-93.1% |