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 | $102,958 | $69,774+47.6% | $67,575+52.4% | $74,459+38.3% |
| Participation rate | 50.3% | 71.4%-21.1pp | 72.9%-22.6pp | 67.2%-16.9pp |
| Annual return | 14.40% | -40.53%+54.9pp | 3528.98%-3514.6pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $1,058 | $2,710-60.9% | $2,736-61.3% | $2,626-59.7% |
| Participant deferral / active EE | $2,539 | $3,636-30.2% | $4,003-36.6% | $4,350-41.6% |
| Admin fee / account holder | $5,439 | $890+511.3% | $3,993+36.2% | $1,945+179.7% |