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 | $61,261 | $86,288-29.0% | $111,306-45.0% | $85,851-28.6% |
| Participation rate | 54.1% | 73.3%-19.3pp | 77.3%-23.3pp | 69.3%-15.3pp |
| Annual return | 11.24% | 19.99%-8.7pp | 54.67%-43.4pp | 318.63%-307.4pp |
| Employer contribution / active EE | $2,125 | $2,044+4.0% | $2,732-22.2% | $2,565-17.2% |
| Participant deferral / active EE | $3,908 | $3,641+7.3% | $4,488-12.9% | $3,952-1.1% |
| Admin fee / account holder | $2,056 | $8,189-74.9% | $7,966-74.2% | $6,261-67.2% |