Filed September 12, 2025 (most recent of 3 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 | $38,745 | $51,642-25.0% | $129,384-70.1% | $80,935-52.1% |
| Participation rate | 50.0% | 56.9%-6.9pp | 69.6%-19.6pp | 67.7%-17.7pp |
| Annual return | 11.82% | 20.78%-9.0pp | 9461.77%-9450.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,837 | $1,583+16.0% | $4,153-55.8% | $2,757-33.4% |
| Participant deferral / active EE | $4,419 | $2,670+65.5% | $4,166+6.1% | $4,299+2.8% |
| Admin fee / account holder | $2,349 | $4,312-45.5% | $7,686-69.4% | $6,924-66.1% |