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 | $79,157 | $76,696+3.2% | $96,515-18.0% | $71,511+10.7% |
| Participation rate | 66.4% | 66.6%-0.2pp | 74.3%-8.0pp | 67.9%-1.6pp |
| Annual return | 12.28% | 48.32%-36.0pp | 35.73%-23.5pp | 28.86%-16.6pp |
| Employer contribution / active EE | $2,582 | $3,032-14.8% | $3,740-30.9% | $2,589-0.3% |
| Participant deferral / active EE | $4,875 | $3,770+29.3% | $4,880-0.1% | $4,291+13.6% |
| Admin fee / account holder | $2,001 | $2,030-1.4% | $6,735-70.3% | $1,588+26.0% |