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 | $28,479 | $84,236-66.2% | $170,435-83.3% | $70,126-59.4% |
| Participation rate | 53.3% | 70.8%-17.5pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,955 | $3,387-42.3% | $5,432-64.0% | $2,343-16.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,509 | $5,698-73.5% | $13,881-89.1% | $4,645-67.5% |