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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,602 | $94,529-89.8% | $140,019-93.1% | $64,173-85.0% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -5.24% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,176 | $3,812-42.9% | $5,605-61.2% | $2,381-8.6% |
| Participant deferral / active EE | $1,814 | $5,250-65.4% | $6,927-73.8% | $3,470-47.7% |
| Admin fee / account holder | $3,641 | $6,741-46.0% | $10,705-66.0% | $4,887-25.5% |