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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,732 | $91,760-57.8% | $156,181-75.2% | $67,986-43.0% |
| Participation rate | 59.1% | 65.0%-5.9pp | 78.8%-19.7pp | 57.2%+1.9pp |
| Annual return | 14.43% | 18.14%-3.7pp | 64.87%-50.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,778 | $2,419+14.8% | $4,294-35.3% | $2,019+37.6% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $572 | $3,949-85.5% | $14,586-96.1% | $3,203-82.1% |