Filed November 3, 2025
Total covered: 132 employees
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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,521 | $101,591-7.9% | $147,096-36.4% | $74,429+25.7% |
| Participation rate | 67.5% | 75.5%-8.0pp | 82.2%-14.6pp | 67.2%+0.3pp |
| Annual return | 11.66% | 8746.45%-8734.8pp | 419.75%-408.1pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $3,174 | $3,813-16.7% | $4,936-35.7% | $2,625+20.9% |
| Participant deferral / active EE | $7,219 | $7,302-1.1% | $8,071-10.6% | $4,348+66.0% |
| Admin fee / account holder | $11,793 | $1,750+573.9% | $13,005-9.3% | $1,944+506.6% |