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 | $112,487 | $53,128+111.7% | $86,582+29.9% | $70,126+60.4% |
| Participation rate | 80.0% | 65.3%+14.7pp | 73.5%+6.5pp | 69.5%+10.5pp |
| Annual return | 20.73% | 27.66%-6.9pp | 965.08%-944.4pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,601 | $2,695+219.1% | $3,609+138.4% | $3,332+158.1% |
| Admin fee / account holder | $705 | $3,584-80.3% | $4,904-85.6% | $4,645-84.8% |