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.
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 | $158,139 | $65,434+141.7% | $98,483+60.6% | $85,847+84.2% |
| Participation rate | 65.2% | 65.0%+0.2pp | 73.3%-8.1pp | 69.3%-4.1pp |
| Annual return | 15.03% | 21.75%-6.7pp | 1494.38%-1479.3pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,721 | $3,168+112.2% | $4,276+57.2% | $3,952+70.1% |
| Admin fee / account holder | $8,846 | $4,595+92.5% | $5,953+48.6% | $6,261+41.3% |