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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,836 | $83,045-54.4% | $130,045-70.9% | $71,511-47.1% |
| Participation rate | 55.8% | 74.1%-18.4pp | 78.5%-22.7pp | 67.9%-12.2pp |
| Annual return | 18.12% | 20.61%-2.5pp | -137.30%+155.4pp | 28.86%-10.7pp |
| Employer contribution / active EE | $561 | $2,623-78.6% | $4,321-87.0% | $2,589-78.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $915 | $1,727-47.0% | $10,600-91.4% | $1,588-42.4% |