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 | $100,060-84.7% | $149,721-89.7% | $70,126-78.1% |
| Participation rate | 79.2% | 83.6%-4.4pp | 87.1%-7.9pp | 69.5%+9.6pp |
| Annual return | 11.73% | 27.46%-15.7pp | 1501.67%-1489.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,869 | $3,661-48.9% | $5,444-65.7% | $2,343-20.2% |
| Participant deferral / active EE | $1,717 | $4,982-65.5% | $6,568-73.9% | $3,332-48.5% |
| Admin fee / account holder | $4,605 | $8,285-44.4% | $11,282-59.2% | $4,645-0.9% |