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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,468 | $97,648-72.9% | $121,663-78.2% | $87,485-69.7% |
| Participation rate | 34.4% | 70.5%-36.1pp | 74.5%-40.1pp | 68.9%-34.6pp |
| Annual return | 5.97% | 18.03%-12.1pp | 147.54%-141.6pp | 26.06%-20.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $807 | $3,923-79.4% | $4,887-83.5% | $4,274-81.1% |
| Admin fee / account holder | $17,364 | $11,100+56.4% | $14,289+21.5% | $7,775+123.3% |