Filed October 22, 2025 (most recent of 3 filings on file)
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,169 | $138,393-23.3% | $184,256-42.4% | $80,959+31.1% |
| Participation rate | 64.3% | 83.9%-19.6pp | 86.8%-22.5pp | 67.7%-3.4pp |
| Annual return | 42.18% | 20.01%+22.2pp | 28.85%+13.3pp | 35.67%+6.5pp |
| Employer contribution / active EE | $2,718 | $4,847-43.9% | $6,427-57.7% | $2,757-1.4% |
| Participant deferral / active EE | $4,007 | $7,076-43.4% | $9,133-56.1% | $4,300-6.8% |
| Admin fee / account holder | $13,618 | $10,489+29.8% | $13,899-2.0% | $6,925+96.6% |