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.
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 | $19,015 | $184,000-89.7% | $162,185-88.3% | $152,909-87.6% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 12.57% | 150.80%-138.2pp | 115.61%-103.0pp | 345.46%-332.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,520 | $8,033-81.1% | $7,297-79.2% | $5,851-74.0% |
| Admin fee / account holder | $400 | $13,124-97.0% | $10,844-96.3% | $11,601-96.6% |