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 | $89,393 | $57,305+56.0% | $86,640+3.2% | $75,173+18.9% |
| Participation rate | 56.1% | 63.2%-7.1pp | 71.7%-15.6pp | 67.2%-11.1pp |
| Annual return | 17.62% | 2674.24%-2656.6pp | 592.52%-574.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,959 | $3,320+49.4% | $4,438+11.7% | $4,126+20.2% |
| Admin fee / account holder | $9,031 | $4,116+119.4% | $5,616+60.8% | $5,651+59.8% |