Filed August 14, 2025 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,879 | $80,731+8.9% | $103,374-15.0% | $74,546+17.9% |
| Participation rate | 67.3% | 65.7%+1.6pp | 74.5%-7.2pp | 67.2%+0.1pp |
| Annual return | 10.64% | 27.56%-16.9pp | 24.89%-14.2pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $2,717 | $3,158-14.0% | $3,869-29.8% | $2,624+3.5% |
| Participant deferral / active EE | $5,223 | $3,860+35.3% | $5,058+3.3% | $4,347+20.1% |
| Admin fee / account holder | $6,221 | $2,369+162.6% | $8,394-25.9% | $1,944+220.1% |