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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,884 | $87,059-49.6% | $105,608-58.4% | $80,925-45.8% |
| Participation rate | 32.1% | 70.4%-38.3pp | 75.3%-43.1pp | 67.7%-35.5pp |
| Annual return | 6.83% | 17.05%-10.2pp | 116.50%-109.7pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $924 | $3,986-76.8% | $5,010-81.6% | $4,299-78.5% |
| Admin fee / account holder | $13,695 | $8,443+62.2% | $11,028+24.2% | $6,940+97.3% |