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 | $82,105 | $46,697+75.8% | $117,529-30.1% | $68,490+19.9% |
| Participation rate | 42.4% | 56.8%-14.4pp | 70.6%-28.2pp | 67.9%-25.5pp |
| Annual return | -13.34% | -14.52%+1.2pp | 29.77%-43.1pp | -7.85%-5.5pp |
| Employer contribution / active EE | $791 | $1,506-47.5% | $4,179-81.1% | $2,597-69.5% |
| Participant deferral / active EE | $2,349 | $2,637-10.9% | $4,072-42.3% | $4,028-41.7% |
| Admin fee / account holder | $1,495 | $4,023-62.8% | $5,645-73.5% | $5,403-72.3% |