Filed November 18, 2025 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,593 | $48,076+115.5% | $78,690+31.6% | $62,891+64.7% |
| Participation rate | 77.4% | 65.2%+12.2pp | 73.6%+3.9pp | 69.3%+8.1pp |
| Annual return | 8.72% | 31.35%-22.6pp | 62.18%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,384 | $2,588+224.0% | $3,517+138.4% | $3,203+161.8% |
| Admin fee / account holder | $3,337 | $3,207+4.0% | $4,511-26.0% | $4,296-22.3% |