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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,926 | $88,203-62.7% | $165,100-80.1% | $74,478-55.8% |
| Participation rate | 50.8% | 73.1%-22.3pp | 78.6%-27.8pp | 67.2%-16.4pp |
| Annual return | 11.34% | 17.13%-5.8pp | 70.21%-58.9pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,055 | $2,601-59.4% | $4,348-75.7% | $2,626-59.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $10,564 | $2,235+372.7% | $12,696-16.8% | $1,946+442.9% |