Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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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 | $40,696 | $96,558-57.9% | $80,977-49.7% | $273,973-85.1% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.8%-20.8pp | 83.0%-28.0pp |
| Annual return | 8.78% | 15.14%-6.4pp | 17.11%-8.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,231 | $4,869-74.7% | $3,715-66.9% | $4,869-74.7% |
| Participant deferral / active EE | $2,849 | $6,598-56.8% | $5,696-50.0% | $5,287-46.1% |
| Admin fee / account holder | $619 | $7,493-91.7% | $5,517-88.8% | $10,133-93.9% |