Filed November 26, 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 | $43,671 | $157,304-72.2% | $141,197-69.1% | $152,909-71.4% |
| Participation rate | 34.8% | 84.8%-50.0pp | 82.5%-47.7pp | 82.5%-47.7pp |
| Annual return | 54.66% | 64.34%-9.7pp | 71.41%-16.7pp | 345.46%-290.8pp |
| Employer contribution / active EE | $1,450 | $5,263-72.4% | $4,736-69.4% | $4,764-69.6% |
| Participant deferral / active EE | $3,688 | $7,111-48.1% | $6,710-45.0% | $5,851-37.0% |
| Admin fee / account holder | $64,272 | $12,126+430.0% | $10,265+526.1% | $11,601+454.0% |