Filed November 11, 2025 (most recent of 2 filings on file)
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Employer 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 | $34,037 | $45,343-24.9% | $150,298-77.4% | $67,986-49.9% |
| Participation rate | 95.2% | 51.9%+43.4pp | 77.8%+17.5pp | 57.2%+38.0pp |
| Annual return | 87.56% | 33.28%+54.3pp | 62.79%+24.8pp | 31.67%+55.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,493 | $2,055+21.3% | $5,453-54.3% | $3,358-25.8% |
| Admin fee / account holder | $31,361 | $2,250+1293.9% | $14,116+122.2% | $3,203+879.0% |