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 | $36,335 | $73,019-50.2% | $90,766-60.0% | $68,490-46.9% |
| Participation rate | 39.7% | 70.8%-31.2pp | 75.7%-36.0pp | 67.9%-28.2pp |
| Annual return | -17.58% | -13.81%-3.8pp | -12.16%-5.4pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,039 | $3,626-71.3% | $4,565-77.2% | $4,028-74.2% |
| Admin fee / account holder | $364 | $5,897-93.8% | $8,446-95.7% | $5,403-93.3% |