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 | $97,631 | $53,546+82.3% | $69,890+39.7% | $68,490+42.5% |
| Participation rate | 38.5% | 64.5%-26.1pp | 70.5%-32.0pp | 67.9%-29.4pp |
| Annual return | -13.88% | -13.87%0pp | 190.84%-204.7pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,214 | $2,019-39.9% | $2,560-52.6% | $2,597-53.3% |
| Participant deferral / active EE | $3,200 | $2,957+8.2% | $3,848-16.9% | $4,028-20.6% |
| Admin fee / account holder | $26,724 | $4,693+469.5% | $6,267+326.4% | $5,403+394.6% |