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 | $183,592-37.5% | $155,567-26.2% | $145,959-21.4% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.41% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $43 | $5,315-99.2% | $4,674-99.1% | $4,661-99.1% |
| Participant deferral / active EE | $9,751 | $6,464+50.8% | $5,628+73.3% | $6,689+45.8% |
| Admin fee / account holder | $392 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |