Filed August 14, 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.
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 | $73,133 | $56,894+28.5% | $84,753-13.7% | $62,881+16.3% |
| Participation rate | 65.2% | 68.5%-3.3pp | 76.6%-11.4pp | 69.3%-4.1pp |
| Annual return | 7.03% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $390 | $2,400-83.7% | $3,574-89.1% | $2,281-82.9% |
| Participant deferral / active EE | $2,211 | $2,709-18.4% | $3,712-40.4% | $3,203-31.0% |
| Admin fee / account holder | $2,329 | $3,581-35.0% | $5,333-56.3% | $4,296-45.8% |