Filed August 27, 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 | $113,647 | $88,186+28.9% | $165,071-31.2% | $74,459+52.6% |
| Participation rate | 45.4% | 73.1%-27.7pp | 78.6%-33.2pp | 67.2%-21.8pp |
| Annual return | 11.49% | 17.13%-5.6pp | 70.17%-58.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,821 | $2,600-30.0% | $4,347-58.1% | $2,626-30.7% |
| Participant deferral / active EE | $3,843 | $4,505-14.7% | $6,035-36.3% | $4,350-11.7% |
| Admin fee / account holder | $13,910 | $2,234+522.6% | $12,695+9.6% | $1,945+615.2% |