Filed December 30, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,468 | $94,031-71.9% | $115,768-77.1% | $82,448-67.9% |
| Participation rate | 34.4% | 70.4%-36.0pp | 74.4%-40.0pp | 68.1%-33.7pp |
| Annual return | 5.97% | 20.61%-14.6pp | 100.46%-94.5pp | 41.64%-35.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $807 | $3,972-79.7% | $4,917-83.6% | $4,139-80.5% |
| Admin fee / account holder | $17,364 | $10,249+69.4% | $12,439+39.6% | $7,234+140.0% |