Filed November 18, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,594 | $110,483-85.0% | $145,433-88.6% | $79,634-79.2% |
| Participation rate | 18.8% | 71.1%-52.3pp | 82.1%-63.3pp | 62.5%-43.7pp |
| Annual return | 15.01% | 24.62%-9.6pp | 66.58%-51.6pp | 36.46%-21.5pp |
| Employer contribution / active EE | $28 | $4,053-99.3% | $4,554-99.4% | $2,529-98.9% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $558 | $680-17.9% | $13,129-95.7% | $1,002-44.3% |