Filed January 22, 2026 (most recent of 2 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 | $45,491 | $209,336-78.3% | $197,124-76.9% | $137,256-66.9% |
| Participation rate | 30.8% | 87.3%-56.5pp | 86.7%-55.9pp | 80.0%-49.2pp |
| Annual return | 10.30% | 48.09%-37.8pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,613 | $9,614-83.2% | $9,135-82.3% | $6,407-74.8% |
| Admin fee / account holder | $4,655 | $17,308-73.1% | $16,298-71.4% | $12,270-62.1% |