Filed November 18, 2025 (most recent of 3 filings on file)
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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 | $113,527 | $58,311+94.7% | $81,882+38.6% | $80,959+40.2% |
| Participation rate | 52.9% | 63.5%-10.6pp | 72.4%-19.5pp | 67.7%-14.8pp |
| Annual return | 13.77% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,009 | $3,287+52.4% | $4,323+15.9% | $4,300+16.5% |
| Admin fee / account holder | $6,127 | $4,752+28.9% | $7,360-16.7% | $6,925-11.5% |