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 | $88,137+28.9% | $164,975-31.1% | $74,429+52.7% |
| Participation rate | 45.4% | 73.1%-27.7pp | 78.6%-33.2pp | 67.2%-21.8pp |
| Annual return | 11.49% | 17.13%-5.6pp | 70.12%-58.6pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,821 | $2,597-29.9% | $4,343-58.1% | $2,625-30.6% |
| Participant deferral / active EE | $3,843 | $4,501-14.6% | $6,033-36.3% | $4,348-11.6% |
| Admin fee / account holder | $13,910 | $2,231+523.3% | $12,688+9.6% | $1,944+615.4% |