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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,425 | $106,264-83.6% | $147,117-88.2% | $77,762-77.6% |
| Participation rate | 23.1% | 78.4%-55.4pp | 82.2%-59.1pp | 70.6%-47.5pp |
| Annual return | 14.59% | 56.94%-42.3pp | 420.54%-405.9pp | 31.27%-16.7pp |
| Employer contribution / active EE | $1,173 | $4,074-71.2% | $4,932-76.2% | $2,728-57.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1,554 | $334+364.8% | $12,993-88.0% | $433+259.0% |