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 | $113,527 | $58,258+94.9% | $81,820+38.8% | $80,925+40.3% |
| Participation rate | 52.9% | 63.5%-10.6pp | 72.4%-19.5pp | 67.7%-14.8pp |
| Annual return | 13.77% | 41.76%-28.0pp | 777.93%-764.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,009 | $3,284+52.5% | $4,323+15.9% | $4,299+16.5% |
| Admin fee / account holder | $6,127 | $4,976+23.1% | $7,391-17.1% | $6,940-11.7% |