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 | $102,138 | $63,082+61.9% | $81,726+25.0% | $79,856+27.9% |
| Participation rate | 48.6% | 67.5%-19.0pp | 72.0%-23.4pp | 69.6%-21.1pp |
| Annual return | 17.53% | 22.66%-5.1pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,422 | $1,795-20.8% | $4,311-67.0% | $2,471-42.4% |
| Participant deferral / active EE | $3,479 | $2,780+25.1% | $7,108-51.1% | $3,741-7.0% |
| Admin fee / account holder | $1,889 | $4,428-57.4% | $5,160-63.4% | $5,306-64.4% |