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 | $110,137-58.3% | $161,149-71.5% | $82,637-44.4% |
| Participation rate | 55.4% | 72.4%-16.9pp | 78.8%-23.4pp | 68.1%-12.6pp |
| Annual return | 19.29% | 20.69%-1.4pp | 21.16%-1.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $934 | $2,856-67.3% | $4,360-78.6% | $2,552-63.4% |
| Participant deferral / active EE | $3,576 | $4,575-21.8% | $6,153-41.9% | $4,126-13.3% |
| Admin fee / account holder | $2,710 | $9,467-71.4% | $15,194-82.2% | $7,339-63.1% |