Filed July 17, 2025 (most recent of 3 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 | $60,448 | $201,372-70.0% | $184,260-67.2% | $145,884-58.6% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 12.01% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,520 | $7,024-78.4% | $6,427-76.3% | $4,662-67.4% |
| Participant deferral / active EE | $2,951 | $9,808-69.9% | $9,133-67.7% | $6,690-55.9% |
| Admin fee / account holder | $19,648 | $16,362+20.1% | $13,898+41.4% | $13,392+46.7% |