Filed November 11, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,494 | $65,960-53.8% | $81,882-62.8% | $77,762-60.8% |
| Participation rate | 9.3% | 65.8%-56.5pp | 72.4%-63.1pp | 70.6%-61.3pp |
| Annual return | 9.71% | 26.64%-16.9pp | 779.47%-769.8pp | 31.27%-21.6pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $800 | $3,505-77.2% | $4,323-81.5% | $4,651-82.8% |
| Admin fee / account holder | $6,387 | $526+1113.1% | $7,360-13.2% | $433+1375.4% |