Filed October 2, 2025 (most recent of 3 filings on file)
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Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,357 | $100,041-84.6% | $149,718-89.7% | $70,131-78.1% |
| Participation rate | 79.2% | 83.6%-4.4pp | 87.1%-7.9pp | 69.5%+9.6pp |
| Annual return | 11.73% | 27.43%-15.7pp | 1501.67%-1489.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,869 | $3,662-48.9% | $5,445-65.7% | $2,342-20.2% |
| Participant deferral / active EE | $1,717 | $4,983-65.5% | $6,569-73.9% | $3,332-48.5% |
| Admin fee / account holder | $4,605 | $8,286-44.4% | $11,283-59.2% | $4,645-0.9% |