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 | $90,202 | $49,199+83.3% | $121,210-25.6% | $75,177+20.0% |
| Participation rate | 51.8% | 55.4%-3.6pp | 69.5%-17.8pp | 67.2%-15.4pp |
| Annual return | 12.00% | 56.04%-44.0pp | 987.41%-975.4pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,135 | $1,547-26.6% | $4,171-72.8% | $2,671-57.5% |
| Participant deferral / active EE | $3,407 | $2,630+29.5% | $4,084-16.6% | $4,126-17.4% |
| Admin fee / account holder | $3,476 | $3,946-11.9% | $5,647-38.4% | $5,651-38.5% |