Filed October 31, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,763 | $45,343-87.3% | $150,298-96.2% | $67,986-91.5% |
| Participation rate | 37.9% | 51.9%-14.0pp | 77.8%-39.9pp | 57.2%-19.3pp |
| Annual return | 19.60% | 33.28%-13.7pp | 62.79%-43.2pp | 31.67%-12.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $631 | $2,055-69.3% | $5,453-88.4% | $3,358-81.2% |
| Admin fee / account holder | $2,899 | $2,250+28.8% | $14,116-79.5% | $3,203-9.5% |