Filed November 7, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,497 | $69,708-39.0% | $67,560-37.1% | $74,478-42.9% |
| Participation rate | 64.0% | 71.4%-7.4pp | 72.9%-8.9pp | 67.2%-3.2pp |
| Annual return | 13.84% | -40.67%+54.5pp | 3533.50%-3519.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $989 | $2,715-63.6% | $2,737-63.9% | $2,626-62.3% |
| Participant deferral / active EE | $1,692 | $3,637-53.5% | $4,004-57.7% | $4,350-61.1% |
| Admin fee / account holder | $4,427 | $887+399.1% | $3,994+10.9% | $1,946+127.5% |