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 | $241,006 | $109,359+120.4% | $162,177+48.6% | $72,975+230.3% |
| Participation rate | 60.8% | 84.3%-23.5pp | 87.6%-26.8pp | 69.5%-8.7pp |
| Annual return | 22.58% | 25.46%-2.9pp | 115.60%-93.0pp | 81.01%-58.4pp |
| Employer contribution / active EE | $3,072 | $3,907-21.4% | $5,613-45.3% | $2,440+25.9% |
| Participant deferral / active EE | $3,859 | $5,481-29.6% | $7,297-47.1% | $3,608+7.0% |
| Admin fee / account holder | $4,746 | $7,972-40.5% | $10,843-56.2% | $5,124-7.4% |