Filed September 29, 2025 (most recent of 4 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 | $174,184 | $94,031+85.2% | $115,768+50.5% | $82,448+111.3% |
| Participation rate | 65.7% | 70.4%-4.7pp | 74.4%-8.7pp | 68.1%-2.4pp |
| Annual return | 14.21% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,410 | $2,323+3.7% | $2,940-18.0% | $2,551-5.5% |
| Participant deferral / active EE | $6,198 | $3,972+56.0% | $4,917+26.1% | $4,139+49.7% |
| Admin fee / account holder | $6,744 | $10,249-34.2% | $12,439-45.8% | $7,234-6.8% |