Filed June 19, 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 | $52,208 | $51,604+1.2% | $129,295-59.6% | $80,874-35.4% |
| Participation rate | 60.0% | 57.0%+3.0pp | 69.6%-9.6pp | 67.6%-7.6pp |
| Annual return | 8.34% | 20.76%-12.4pp | 9429.28%-9420.9pp | 35.62%-27.3pp |
| Employer contribution / active EE | $985 | $1,585-37.8% | $4,157-76.3% | $2,756-64.2% |
| Participant deferral / active EE | $4,209 | $2,670+57.6% | $4,169+0.9% | $4,297-2.1% |
| Admin fee / account holder | $20,173 | $4,310+368.1% | $7,665+163.2% | $6,935+190.9% |