Filed October 22, 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 | $53,492 | $82,028-34.8% | $123,105-56.5% | $59,633-10.3% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | 0.51% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,542 | $3,297-53.2% | $5,151-70.1% | $2,203-30.0% |
| Participant deferral / active EE | $2,151 | $4,667-53.9% | $6,229-65.5% | $3,192-32.6% |
| Admin fee / account holder | $3,094 | $5,879-47.4% | $9,014-65.7% | $4,297-28.0% |