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 | $94,444 | $54,370+73.7% | $82,763+14.1% | $68,490+37.9% |
| Participation rate | 59.6% | 63.9%-4.3pp | 72.6%-12.9pp | 67.9%-8.3pp |
| Annual return | -16.41% | -13.67%-2.7pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,379 | $3,247+65.6% | $4,395+22.4% | $4,028+33.5% |
| Admin fee / account holder | $44,142 | $4,398+903.7% | $5,325+728.9% | $5,403+717.0% |