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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,824 | $76,371-45.2% | $93,621-55.3% | $72,976-42.7% |
| Participation rate | 51.2% | 71.8%-20.6pp | 75.8%-24.7pp | 69.5%-18.3pp |
| Annual return | 21.26% | 25.82%-4.6pp | 32.76%-11.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,121 | $3,538-68.3% | $4,070-72.5% | $3,608-68.9% |
| Admin fee / account holder | $1,125 | $6,839-83.6% | $7,890-85.7% | $5,124-78.1% |