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 | $63,434 | $48,570+30.6% | $130,660-51.5% | $72,976-13.1% |
| Participation rate | 64.2% | 58.6%+5.6pp | 71.7%-7.6pp | 69.5%-5.3pp |
| Annual return | 13.98% | 38.63%-24.6pp | 1709.29%-1695.3pp | 81.02%-67.0pp |
| Employer contribution / active EE | $973 | $1,334-27.1% | $4,092-76.2% | $2,440-60.1% |
| Participant deferral / active EE | $2,301 | $2,384-3.5% | $3,603-36.1% | $3,608-36.2% |
| Admin fee / account holder | $27,836 | $3,549+684.3% | $5,463+409.5% | $5,124+443.2% |