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 | $45,878 | $71,873-36.2% | $86,698-47.1% | $68,490-33.0% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -13.30% | 3.54%-16.8pp | 35.96%-49.3pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,742 | $2,173-19.8% | $2,837-38.6% | $2,597-32.9% |
| Participant deferral / active EE | $3,626 | $3,779-4.0% | $4,656-22.1% | $4,028-10.0% |
| Admin fee / account holder | $2,951 | $6,110-51.7% | $7,492-60.6% | $5,403-45.4% |