Filed March 14, 2025
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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 | $88,972 | $138,078-35.6% | $125,363-29.0% | $134,509-33.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.68% | 750.49%-773.2pp | 572.15%-594.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $7,975 | $5,245+52.1% | $4,815+65.6% | $4,741+68.2% |
| Participant deferral / active EE | $12,656 | $7,800+62.3% | $7,447+69.9% | $6,400+97.7% |
| Admin fee / account holder | $360 | $11,566-96.9% | $10,005-96.4% | $11,427-96.8% |