Filed May 30, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,195 | $98,766-38.0% | $149,730-59.1% | $79,852-23.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 9.96% | 27.43%-17.5pp | 276.70%-266.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $945 | $3,217-70.6% | $4,645-79.7% | $2,471-61.7% |
| Participant deferral / active EE | $1,395 | $5,681-75.4% | $6,843-79.6% | $3,740-62.7% |
| Admin fee / account holder | $8,647 | $6,052+42.9% | $9,310-7.1% | $5,306+63.0% |