Filed December 5, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,501 | $40,264-46.6% | $57,349-62.5% | $59,633-63.9% |
| Participation rate | 9.6% | 69.2%-59.6pp | 75.1%-65.5pp | 68.7%-59.1pp |
| Annual return | -0.91% | 27.51%-28.4pp | 24.40%-25.3pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $355 | $2,400-85.2% | $3,162-88.8% | $3,192-88.9% |
| Admin fee / account holder | $2,359 | $2,819-16.3% | $3,356-29.7% | $4,297-45.1% |