Filed September 25, 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 | $105,265 | $63,433+65.9% | $63,803+65.0% | $64,097+64.2% |
| Participation rate | 50.3% | 65.0%-14.7pp | 72.7%-22.4pp | 55.2%-4.9pp |
| Annual return | 13.65% | 20.74%-7.1pp | 543.72%-530.1pp | 34.64%-21.0pp |
| Employer contribution / active EE | $1,321 | $2,332-43.4% | $2,532-47.8% | $1,891-30.2% |
| Participant deferral / active EE | $2,919 | $3,119-6.4% | $3,843-24.0% | $3,080-5.2% |
| Admin fee / account holder | $17,843 | $1,489+1097.9% | $5,196+243.4% | $3,454+416.5% |