Filed October 7, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,363 | $62,583+25.2% | $76,767+2.1% | $64,173+22.1% |
| Participation rate | 95.6% | 72.8%+22.7pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | -4.19% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $387 | $1,832-78.9% | $2,485-84.4% | $2,381-83.8% |
| Participant deferral / active EE | $4,669 | $3,145+48.5% | $3,852+21.2% | $3,470+34.6% |
| Admin fee / account holder | $18,289 | $4,667+291.9% | $6,675+174.0% | $4,887+274.2% |