Filed October 2, 2025 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,610 | $123,793-83.4% | $177,848-88.4% | $79,856-74.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.35% | 22.82%+1.5pp | 48.33%-24.0pp | 31.71%-7.4pp |
| Employer contribution / active EE | $2,284 | $4,095-44.2% | $5,919-61.4% | $2,471-7.6% |
| Participant deferral / active EE | $2,742 | $5,956-54.0% | $7,714-64.5% | $3,741-26.7% |
| Admin fee / account holder | $1,767 | $7,243-75.6% | $12,431-85.8% | $5,306-66.7% |