Filed October 6, 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.
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 | $93,111 | $51,638+80.3% | $129,406-28.0% | $80,959+15.0% |
| Participation rate | 53.8% | 56.9%-3.1pp | 69.6%-15.8pp | 67.7%-13.8pp |
| Annual return | 10.32% | 20.78%-10.5pp | 9468.18%-9457.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,279 | $1,584-19.2% | $4,155-69.2% | $2,757-53.6% |
| Participant deferral / active EE | $3,416 | $2,670+27.9% | $4,167-18.0% | $4,300-20.6% |
| Admin fee / account holder | $5,284 | $4,313+22.5% | $7,689-31.3% | $6,925-23.7% |