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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,272 | $146,267-23.2% | $197,124-43.0% | $82,448+36.2% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 15.12% | 29.61%-14.5pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,379 | $4,723-49.6% | $6,227-61.8% | $2,551-6.7% |
| Participant deferral / active EE | $3,662 | $7,035-47.9% | $9,135-59.9% | $4,139-11.5% |
| Admin fee / account holder | $9,148 | $14,422-36.6% | $16,298-43.9% | $7,234+26.4% |