Filed July 1, 2025
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,894 | $47,479-51.8% | $62,929-63.6% | $82,448-72.2% |
| Participation rate | 37.6% | 66.9%-29.2pp | 73.1%-35.5pp | 68.1%-30.4pp |
| Annual return | -10.34% | 20.34%-30.7pp | 1063.93%-1074.3pp | 41.64%-52.0pp |
| Employer contribution / active EE | $425 | $1,885-77.5% | $2,505-83.0% | $2,551-83.3% |
| Participant deferral / active EE | $953 | $2,870-66.8% | $3,888-75.5% | $4,139-77.0% |
| Admin fee / account holder | $1,430 | $3,804-62.4% | $5,065-71.8% | $7,234-80.2% |