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 | $109,620-75.9% | $148,496-82.2% | $94,015-71.8% |
| Participation rate | 34.4% | 71.3%-36.9pp | 76.0%-41.7pp | 70.8%-36.4pp |
| Annual return | 5.97% | 17.54%-11.6pp | 12.33%-6.4pp | 17.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $807 | $3,831-78.9% | $4,808-83.2% | $4,249-81.0% |
| Admin fee / account holder | $17,364 | $10,050+72.8% | $19,547-11.2% | $8,951+94.0% |