Filed April 2, 2026
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,149 | $91,760-11.6% | $156,181-48.0% | $67,986+19.4% |
| Participation rate | 52.9% | 65.0%-12.1pp | 78.8%-25.9pp | 57.2%-4.3pp |
| Annual return | 14.97% | 18.14%-3.2pp | 64.87%-49.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $2,075 | $2,419-14.2% | $4,294-51.7% | $2,019+2.8% |
| Participant deferral / active EE | $4,690 | $3,960+18.4% | $6,132-23.5% | $3,358+39.7% |
| Admin fee / account holder | $13,937 | $3,949+253.0% | $14,586-4.4% | $3,203+335.1% |