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 | $41,016-17.0% | $152,093-77.6% | $64,097-46.9% |
| Participation rate | 95.2% | 51.3%+43.9pp | 77.8%+17.5pp | 55.2%+40.0pp |
| Annual return | 87.56% | 39.60%+48.0pp | 66.36%+21.2pp | 34.64%+52.9pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,493 | $1,927+29.3% | $5,451-54.3% | $3,080-19.1% |
| Admin fee / account holder | $31,361 | $2,305+1260.4% | $14,497+116.3% | $3,454+807.8% |