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 | $20,990 | $46,697-55.1% | $117,533-82.1% | $68,486-69.4% |
| Participation rate | 52.8% | 56.8%-3.9pp | 70.6%-17.8pp | 67.9%-15.1pp |
| Annual return | -12.79% | -14.52%+1.7pp | 29.77%-42.6pp | -7.85%-4.9pp |
| Employer contribution / active EE | $1,785 | $1,506+18.5% | $4,179-57.3% | $2,597-31.3% |
| Participant deferral / active EE | $3,435 | $2,637+30.2% | $4,072-15.7% | $4,028-14.7% |
| Admin fee / account holder | $1,751 | $4,023-56.5% | $5,647-69.0% | $5,404-67.6% |