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 | $43,161 | $62,583-31.0% | $76,767-43.8% | $64,173-32.7% |
| Participation rate | 69.6% | 72.8%-3.3pp | 77.0%-7.4pp | 69.6%0pp |
| Annual return | -5.64% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,973 | $1,832+7.7% | $2,485-20.6% | $2,381-17.1% |
| Participant deferral / active EE | $4,009 | $3,145+27.5% | $3,852+4.1% | $3,470+15.5% |
| Admin fee / account holder | $974 | $4,667-79.1% | $6,675-85.4% | $4,887-80.1% |