Filed November 18, 2025 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,148 | $82,678-80.5% | $125,391-87.1% | $68,490-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.33% | -5.97%-10.4pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $599 | $3,382-82.3% | $4,816-87.6% | $2,597-76.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,338 | $6,277+1.0% | $10,009-36.7% | $5,403+17.3% |