Filed December 18, 2025 (most recent of 2 filings on file)
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,944 | $115,931-60.4% | $185,441-75.2% | $86,983-47.2% |
| Participation rate | 55.4% | 73.6%-18.2pp | 80.3%-24.8pp | 69.5%-14.1pp |
| Annual return | 19.29% | 21.47%-2.2pp | 20.16%-0.9pp | 25.83%-6.5pp |
| Employer contribution / active EE | $934 | $2,937-68.2% | $4,672-80.0% | $2,584-63.8% |
| Participant deferral / active EE | $3,576 | $4,551-21.4% | $6,152-41.9% | $4,194-14.7% |
| Admin fee / account holder | $2,710 | $10,687-74.6% | $17,890-84.9% | $7,856-65.5% |