Filed February 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,875 | $56,197-30.8% | $67,652-42.5% | $59,633-34.8% |
| Participation rate | 62.9% | 71.5%-8.6pp | 75.7%-12.8pp | 68.7%-5.8pp |
| Annual return | 1.57% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $2,003 | $1,615+24.1% | $2,266-11.6% | $2,203-9.1% |
| Participant deferral / active EE | $3,355 | $2,844+18.0% | $3,560-5.8% | $3,192+5.1% |
| Admin fee / account holder | $4,383 | $3,958+10.7% | $4,821-9.1% | $4,297+2.0% |