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 | $33,958 | $43,333-21.6% | $59,883-43.3% | $64,181-47.1% |
| Participation rate | 8.9% | 69.2%-60.3pp | 74.7%-65.8pp | 69.6%-60.7pp |
| Annual return | -3.86% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $307 | $2,547-87.9% | $3,402-91.0% | $3,470-91.2% |
| Admin fee / account holder | $2,515 | $3,006-16.3% | $3,591-29.9% | $4,887-48.5% |