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 | $104,886 | $52,353+100.3% | $120,225-12.8% | $82,448+27.2% |
| Participation rate | 49.3% | 58.3%-9.1pp | 69.6%-20.3pp | 68.1%-18.8pp |
| Annual return | 12.68% | 61.85%-49.2pp | 439.23%-426.6pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,222 | $1,510-19.1% | $3,475-64.8% | $2,551-52.1% |
| Participant deferral / active EE | $3,082 | $2,627+17.3% | $3,999-22.9% | $4,139-25.5% |
| Admin fee / account holder | $7,561 | $4,363+73.3% | $5,696+32.7% | $7,234+4.5% |