Filed January 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,748 | $70,366-46.4% | $66,674-43.4% | $138,895-72.8% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.7%-9.0pp | 79.9%-15.2pp |
| Annual return | 11.15% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $913 | $2,765-67.0% | $2,620-65.2% | $4,194-78.2% |
| Participant deferral / active EE | $3,202 | $4,374-26.8% | $4,084-21.6% | $6,396-49.9% |
| Admin fee / account holder | $4,165 | $5,262-20.9% | $5,098-18.3% | $12,562-66.8% |