Filed September 24, 2025 (most recent of 3 filings on file)
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Participant 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 | $68,629 | $125,797-45.4% | $170,057-59.6% | $75,177-8.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.21% | 27.20%-13.0pp | 53.42%-39.2pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,546 | $4,616-44.8% | $6,790-62.5% | $2,671-4.7% |
| Participant deferral / active EE | $3,060 | $6,838-55.3% | $10,411-70.6% | $4,126-25.9% |
| Admin fee / account holder | $20,763 | $8,177+153.9% | $12,826+61.9% | $5,651+267.4% |