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 | $106,247-83.6% | $147,096-88.2% | $77,714-77.6% |
| Participation rate | 23.1% | 78.4%-55.3pp | 82.2%-59.1pp | 70.6%-47.5pp |
| Annual return | 14.59% | 56.87%-42.3pp | 419.75%-405.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,173 | $4,069-71.2% | $4,936-76.2% | $2,727-57.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1,554 | $338+359.4% | $13,005-88.1% | $433+258.7% |