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 | $192,895 | $94,529+104.1% | $140,019+37.8% | $64,173+200.6% |
| Participation rate | 69.8% | 84.1%-14.3pp | 87.5%-17.7pp | 69.6%+0.2pp |
| Annual return | -5.96% | 7.77%-13.7pp | 651.15%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,008 | $3,812-21.1% | $5,605-46.3% | $2,381+26.4% |
| Participant deferral / active EE | $4,441 | $5,250-15.4% | $6,927-35.9% | $3,470+28.0% |
| Admin fee / account holder | $23,462 | $6,741+248.1% | $10,705+119.2% | $4,887+380.1% |