Filed March 2, 2026 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,316 | $58,391+32.4% | $76,667+0.8% | $72,976+5.9% |
| Participation rate | 52.9% | 67.4%-14.4pp | 72.1%-19.2pp | 69.5%-16.5pp |
| Annual return | 23.72% | 2306.65%-2282.9pp | 1166.74%-1143.0pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,408 | $1,787-21.2% | $2,303-38.9% | $2,440-42.3% |
| Participant deferral / active EE | $3,366 | $2,690+25.1% | $3,336+0.9% | $3,608-6.7% |
| Admin fee / account holder | $1,568 | $4,014-60.9% | $6,423-75.6% | $5,124-69.4% |