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 | $160,028-55.8% | $147,080-51.9% | $145,884-51.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.61% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.2pp |
| Employer contribution / active EE | $7,199 | $5,286+36.2% | $4,933+45.9% | $4,662+54.4% |
| Participant deferral / active EE | $9,952 | $8,422+18.2% | $8,066+23.4% | $6,690+48.8% |
| Admin fee / account holder | $3,956 | $15,030-73.7% | $12,989-69.5% | $13,392-70.5% |