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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,095 | $58,726+58.5% | $142,898-34.9% | $85,851+8.4% |
| Participation rate | 56.9% | 58.5%-1.6pp | 72.0%-15.1pp | 69.3%-12.5pp |
| Annual return | 12.07% | 27.73%-15.7pp | 5639.64%-5627.6pp | 318.63%-306.6pp |
| Employer contribution / active EE | $979 | $1,424-31.2% | $4,146-76.4% | $2,565-61.8% |
| Participant deferral / active EE | $3,294 | $2,609+26.3% | $3,838-14.2% | $3,952-16.7% |
| Admin fee / account holder | $5,144 | $4,234+21.5% | $6,560-21.6% | $6,261-17.8% |