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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,507 | $91,760+27.0% | $156,181-25.4% | $67,986+71.4% |
| Participation rate | 51.8% | 65.0%-13.2pp | 78.8%-27.1pp | 57.2%-5.4pp |
| Annual return | 14.66% | 18.14%-3.5pp | 64.87%-50.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $2,351 | $2,419-2.8% | $4,294-45.3% | $2,019+16.4% |
| Participant deferral / active EE | $5,396 | $3,960+36.3% | $6,132-12.0% | $3,358+60.7% |
| Admin fee / account holder | $6,667 | $3,949+68.8% | $14,586-54.3% | $3,203+108.1% |