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 | $26,199 | $49,164-46.7% | $121,169-78.4% | $75,181-65.2% |
| Participation rate | 49.3% | 55.4%-6.2pp | 69.5%-20.3pp | 67.2%-17.9pp |
| Annual return | 17.41% | 56.03%-38.6pp | 986.71%-969.3pp | 160.69%-143.3pp |
| Employer contribution / active EE | $1,624 | $1,546+5.0% | $4,168-61.0% | $2,671-39.2% |
| Participant deferral / active EE | $4,016 | $2,628+52.8% | $4,083-1.6% | $4,126-2.7% |
| Admin fee / account holder | $5,929 | $3,942+50.4% | $5,645+5.0% | $5,650+4.9% |