Filed November 7, 2025
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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 | $25,331 | $81,331-68.9% | $155,534-83.7% | $80,935-68.7% |
| Participation rate | 11.1% | 66.3%-55.1pp | 78.2%-67.1pp | 67.7%-56.6pp |
| Annual return | -68.72% | 33.37%-102.1pp | 64.92%-133.6pp | 35.66%-104.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,328 | $3,454-32.6% | $5,630-58.6% | $4,299-45.8% |
| Admin fee / account holder | $12,865 | $7,999+60.8% | $15,900-19.1% | $6,924+85.8% |