Filed August 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,585 | $146,267-53.1% | $197,124-65.2% | $82,448-16.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 86.7%-22.4pp | 68.1%-3.8pp |
| Annual return | 8.52% | 29.61%-21.1pp | 44.34%-35.8pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,031 | $4,723-57.0% | $6,227-67.4% | $2,551-20.4% |
| Participant deferral / active EE | $3,295 | $7,035-53.2% | $9,135-63.9% | $4,139-20.4% |
| Admin fee / account holder | $79,616 | $14,422+452.1% | $16,298+388.5% | $7,234+1000.5% |