Filed September 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,142 | $125,797-0.5% | $170,057-26.4% | $75,177+66.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 15.14% | 27.20%-12.1pp | 53.42%-38.3pp | 160.75%-145.6pp |
| Employer contribution / active EE | $2,176 | $4,616-52.9% | $6,790-68.0% | $2,671-18.5% |
| Participant deferral / active EE | $2,873 | $6,838-58.0% | $10,411-72.4% | $4,126-30.4% |
| Admin fee / account holder | $18,374 | $8,177+124.7% | $12,826+43.3% | $5,651+225.1% |