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 | $9,105 | $60,349-84.9% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 88.3% | 72.7%+15.6pp | 76.6%+11.7pp | 69.3%+19.0pp |
| Annual return | 8.25% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $362 | $1,680-78.5% | $2,370-84.7% | $2,281-84.1% |
| Participant deferral / active EE | $649 | $2,856-77.3% | $3,550-81.7% | $3,203-79.7% |
| Admin fee / account holder | $1,074 | $4,261-74.8% | $5,586-80.8% | $4,296-75.0% |