Aldrich Inland Northwest Private Company Report 2025

TITLE OTOPRPEAERNRASATI TI OI ONNS S| |T Ta al el en nt t

How would you rate the following aspects of your current employee 401(k)?

6%

Ability of the plan to meet the needs of owners/executives

29%

29%

41%

Investment options and performance

35%

29%

18%

12% 6%

18%

53%

12% 12% 6%

Employee education

Employee participation and engagement

29%

18%

35%

12% 6%

Confidence that you will meet your fiduciary responsibilities

41%

29%

29%

Ability to understand and comply with regulations

29%

41%

18%

12%

Cost of the plan to the company

24%

47%

12%

18%

Customization of the plan to meet the goals of your company

29%

24%

41%

6%

Excellent

Extremely Poor

INLAND NORTHWEST EXECUTIVES

6%

“We are quite satisfied with the services offered by our 401(k) to our employees.”

“If the compliance requirements were explained more clearly, it would make things a lot easier.” “New employees require better education about the 401k plan. A structured onboarding program would help them understand it more thoroughly.”

“Our focus has been on immediate benefits for our employees, like overtime and hazard pay, rather than long- term retirement savings.”

“We offer other plans to our employees like SEP- IRAs.”

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