Filed May 8, 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.
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 | $28,689 | $87,544-67.2% | $75,784-62.1% | $125,388-77.1% |
| Participation rate | 57.9% | 80.2%-22.3pp | 75.8%-17.9pp | 83.2%-25.3pp |
| Annual return | -5.28% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,377 | $3,930-65.0% | $3,323-58.6% | $4,866-71.7% |
| Participant deferral / active EE | $3,019 | $4,229-28.6% | $3,652-17.3% | $5,352-43.6% |
| Admin fee / account holder | $2,303 | $6,502-64.6% | $5,300-56.6% | $9,541-75.9% |