Filed December 16, 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.
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 | $122,531 | $58,258+110.3% | $81,820+49.8% | $80,925+51.4% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 13.30% | 41.76%-28.5pp | 777.93%-764.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $3,453 | $2,345+47.2% | $2,915+18.5% | $2,756+25.3% |
| Participant deferral / active EE | $7,261 | $3,284+121.1% | $4,323+68.0% | $4,299+68.9% |
| Admin fee / account holder | $33,013 | $4,976+563.4% | $7,391+346.7% | $6,940+375.7% |