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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,813 | $60,349-32.4% | $74,184-45.0% | $62,881-35.1% |
| Participation rate | 67.5% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | 4.02% | 21.38%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,889 | $1,680+12.4% | $2,370-20.3% | $2,281-17.2% |
| Participant deferral / active EE | $3,361 | $2,856+17.7% | $3,550-5.3% | $3,203+4.9% |
| Admin fee / account holder | $973 | $4,261-77.2% | $5,586-82.6% | $4,296-77.3% |