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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,421 | $86,897+230.8% | $151,634+89.5% | $64,829+343.4% |
| Participation rate | 54.5% | 87.3%-32.8pp | 87.5%-33.0pp | 71.5%-17.0pp |
| Annual return | -18.40% | -3.57%-14.8pp | 3.32%-21.7pp | 32.85%-51.3pp |
| Employer contribution / active EE | $2,236 | $4,010-44.2% | $6,165-63.7% | $2,507-10.8% |
| Participant deferral / active EE | $6,632 | $6,690-0.9% | $8,363-20.7% | $4,312+53.8% |
| Admin fee / account holder | $5 | $153-96.7% | $11,614-100.0% | $188-97.3% |