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 | $583,849 | $125,797+364.1% | $170,028+243.4% | $75,181+676.6% |
| Participation rate | 33.9% | 83.6%-49.7pp | 87.0%-53.1pp | 67.2%-33.3pp |
| Annual return | 21.84% | 27.20%-5.4pp | 53.39%-31.5pp | 160.69%-138.8pp |
| Employer contribution / active EE | $3,473 | $4,616-24.8% | $6,788-48.8% | $2,671+30.0% |
| Participant deferral / active EE | $4,321 | $6,838-36.8% | $10,409-58.5% | $4,126+4.7% |
| Admin fee / account holder | $37,297 | $8,177+356.1% | $12,820+190.9% | $5,650+560.1% |