Filed October 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,757 | $183,539-37.5% | $155,556-26.2% | $145,897-21.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.41% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $43 | $5,315-99.2% | $4,675-99.1% | $4,663-99.1% |
| Participant deferral / active EE | $9,751 | $6,467+50.8% | $5,631+73.2% | $6,689+45.8% |
| Admin fee / account holder | $392 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |