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 | $29,091 | $57,108-49.1% | $94,229-69.1% | $52,331-44.4% |
| Participation rate | 51.5% | 72.9%-21.4pp | 78.8%-27.3pp | 68.1%-16.6pp |
| Annual return | 1.41% | 1.47%-0.1pp | 10.68%-9.3pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,963 | $1,735+13.1% | $3,587-45.3% | $1,882+4.3% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $815 | $546+49.1% | $6,269-87.0% | $592+37.8% |