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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,733 | $110,083+117.8% | $151,639+58.1% | $68,486+250.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -19.14% | -10.12%-9.0pp | 3.34%-22.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,657 | $4,470-18.2% | $6,165-40.7% | $2,597+40.8% |
| Participant deferral / active EE | $4,691 | $6,526-28.1% | $8,363-43.9% | $4,028+16.5% |
| Admin fee / account holder | $3,278 | $7,718-57.5% | $11,613-71.8% | $5,404-39.3% |