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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,358 | $175,259-21.6% | $149,723-8.3% | $139,487-1.5% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 23.28% | 166.82%-143.5pp | 134.50%-111.2pp | 373.84%-350.6pp |
| Employer contribution / active EE | $485 | $5,478-91.1% | $4,821-89.9% | $4,755-89.8% |
| Participant deferral / active EE | $4,640 | $6,522-28.9% | $5,682-18.3% | $6,713-30.9% |
| Admin fee / account holder | $19,460 | $16,158+20.4% | $13,215+47.3% | $11,407+70.6% |