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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,068 | $160,059-91.2% | $140,019-90.0% | $135,380-89.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -3.56% | 911.48%-915.0pp | 651.17%-654.7pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,880 | $7,641-75.4% | $6,927-72.9% | $5,609-66.5% |
| Admin fee / account holder | $2,012 | $13,328-84.9% | $10,705-81.2% | $10,828-81.4% |