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 | $48,511 | $80,983-40.1% | $96,544-49.8% | $75,177-35.5% |
| Participation rate | 67.8% | 71.8%-4.0pp | 76.0%-8.2pp | 67.2%+0.6pp |
| Annual return | 14.11% | 27.05%-12.9pp | 25.88%-11.8pp | 160.75%-146.6pp |
| Employer contribution / active EE | $2,193 | $2,282-3.9% | $2,966-26.1% | $2,671-17.9% |
| Participant deferral / active EE | $4,129 | $3,929+5.1% | $4,851-14.9% | $4,126+0.1% |
| Admin fee / account holder | $4,147 | $6,717-38.3% | $8,254-49.8% | $5,651-26.6% |