Filed December 26, 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 | $58,301 | $171,867-66.1% | $149,718-61.1% | $147,585-60.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 18.61% | 2113.36%-2094.8pp | 1501.70%-1483.1pp | 578.57%-560.0pp |
| Employer contribution / active EE | $1,595 | $6,275-74.6% | $5,444-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,476 | $7,270-52.2% | $6,568-47.1% | $5,439-36.1% |
| Admin fee / account holder | $11,089 | $13,799-19.6% | $11,283-1.7% | $10,885+1.9% |