Filed February 12, 2025 (most recent of 3 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 | $23,579 | $77,638-69.6% | $156,551-84.9% | $62,881-62.5% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 7.40% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,089 | $3,444-39.3% | $5,501-62.0% | $2,281-8.4% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,546 | $5,561-72.2% | $13,028-88.1% | $4,296-64.0% |