Filed November 19, 2025
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,785 | $53,128-11.9% | $86,582-46.0% | $70,126-33.3% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 14.83% | 27.66%-12.8pp | 965.08%-950.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,275 | $2,695-15.6% | $3,609-37.0% | $3,332-31.7% |
| Admin fee / account holder | $5,540 | $3,584+54.6% | $4,904+13.0% | $4,645+19.3% |