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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,949 | $69,774+56.1% | $67,561+61.3% | $74,429+46.4% |
| Participation rate | 33.7% | 71.4%-37.7pp | 72.9%-39.2pp | 67.2%-33.5pp |
| Annual return | 14.39% | -40.53%+54.9pp | 3525.44%-3511.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,267 | $3,636-10.2% | $4,003-18.4% | $4,348-24.9% |
| Admin fee / account holder | $4,541 | $890+410.4% | $4,006+13.4% | $1,944+133.6% |