Filed March 4, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,739 | $65,582+36.8% | $64,097+40.0% | $71,529+25.5% |
| Participation rate | 35.3% | 73.2%-37.9pp | 72.3%-37.0pp | 67.9%-32.6pp |
| Annual return | 21.56% | 18.96%+2.6pp | 33.75%-12.2pp | 28.97%-7.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,911 | $3,628-19.8% | $3,881-25.0% | $4,291-32.2% |
| Admin fee / account holder | $1,958 | $616+217.7% | $3,070-36.2% | $1,588+23.3% |