Filed December 8, 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 | $37,297 | $90,607-58.8% | $79,467-53.1% | $135,380-72.5% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -3.57% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,061 | $3,068-65.4% | $2,800-62.1% | $4,779-77.8% |
| Participant deferral / active EE | $3,866 | $4,050-4.5% | $3,704+4.4% | $5,609-31.1% |
| Admin fee / account holder | $3,487 | $5,895-40.9% | $5,104-31.7% | $10,828-67.8% |