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 | $62,300 | $138,114-54.9% | $125,391-50.3% | $134,545-53.7% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -17.44% | 750.88%-768.3pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,634 | $5,246-49.8% | $4,816-45.3% | $4,742-44.4% |
| Participant deferral / active EE | $9,164 | $7,801+17.5% | $7,448+23.0% | $6,401+43.2% |
| Admin fee / account holder | $10,137 | $11,570-12.4% | $10,009+1.3% | $11,431-11.3% |