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 | $11,314 | $67,602-83.3% | $82,312-86.3% | $70,126-83.9% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 14.88% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $426 | $1,755-75.7% | $2,428-82.5% | $2,343-81.8% |
| Participant deferral / active EE | $978 | $2,987-67.3% | $3,706-73.6% | $3,332-70.7% |
| Admin fee / account holder | $432 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |