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 | $108,825-57.8% | $156,181-70.6% | $82,448-44.3% |
| Participation rate | 55.4% | 72.4%-16.9pp | 78.8%-23.4pp | 68.1%-12.6pp |
| Annual return | 19.29% | 20.59%-1.3pp | 64.87%-45.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $934 | $2,870-67.4% | $4,294-78.2% | $2,551-63.4% |
| Participant deferral / active EE | $3,576 | $4,577-21.9% | $6,132-41.7% | $4,139-13.6% |
| Admin fee / account holder | $2,710 | $9,341-71.0% | $14,586-81.4% | $7,234-62.5% |