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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,957 | $81,208-40.9% | $98,920-51.5% | $79,856-39.9% |
| Participation rate | 47.6% | 72.5%-24.9pp | 76.0%-28.4pp | 69.6%-22.0pp |
| Annual return | 12.58% | 60.99%-48.4pp | 196.47%-183.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,200 | $1,960-38.8% | $2,689-55.4% | $2,471-51.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,446 | $6,013+7.2% | $6,643-3.0% | $5,306+21.5% |