Filed October 7, 2025 (most recent of 3 filings on file)
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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.)
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 | $9,243 | $56,197-83.6% | $67,652-86.3% | $59,633-84.5% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | 0.12% | 18508.10%-18508.0pp | 6625.40%-6625.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $405 | $1,615-74.9% | $2,266-82.1% | $2,203-81.6% |
| Participant deferral / active EE | $731 | $2,844-74.3% | $3,560-79.5% | $3,192-77.1% |
| Admin fee / account holder | $1,122 | $3,958-71.7% | $4,821-76.7% | $4,297-73.9% |