Filed May 20, 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 | $43,193 | $52,678-18.0% | $75,784-43.0% | $59,633-27.6% |
| Participation rate | 61.9% | 67.2%-5.3pp | 75.8%-13.9pp | 68.7%-6.8pp |
| Annual return | 2.56% | 2.95%-0.4pp | 9.68%-7.1pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,379 | $2,591+69.0% | $3,652+19.9% | $3,192+37.2% |
| Admin fee / account holder | $3,063 | $3,610-15.2% | $5,300-42.2% | $4,297-28.7% |