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 | $112,596-85.3% | $152,301-89.1% | $64,728-74.4% |
| Participation rate | 18.8% | 63.6%-44.8pp | 82.4%-63.6pp | 57.9%-39.1pp |
| Annual return | 15.01% | 23.76%-8.8pp | 80.50%-65.5pp | 49.38%-34.4pp |
| Employer contribution / active EE | $28 | $3,716-99.3% | $4,624-99.4% | $2,243-98.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $558 | $996-43.9% | $14,398-96.1% | $1,145-51.2% |