Filed December 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,687 | $159,934-55.8% | $147,005-51.9% | $145,959-51.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.61% | 98.24%-91.6pp | 418.76%-412.2pp | 561.95%-555.3pp |
| Employer contribution / active EE | $7,199 | $5,287+36.2% | $4,934+45.9% | $4,661+54.5% |
| Participant deferral / active EE | $9,952 | $8,427+18.1% | $8,070+23.3% | $6,689+48.8% |
| Admin fee / account holder | $3,956 | $15,053-73.7% | $13,006-69.6% | $13,398-70.5% |