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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,883 | $58,828-52.6% | $78,002-64.3% | $62,881-55.7% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 3.40% | 17.16%-13.8pp | 425.99%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,316 | $2,686-51.0% | $3,497-62.4% | $3,203-58.9% |
| Admin fee / account holder | $13,357 | $4,393+204.0% | $5,481+143.7% | $4,296+210.9% |