Filed March 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,851 | $167,533-85.8% | $151,645-84.3% | $134,545-82.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.58% | 7.81%-18.4pp | 3.34%-13.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,714 | $8,985-69.8% | $8,363-67.6% | $6,401-57.6% |
| Admin fee / account holder | $34,863 | $13,781+153.0% | $11,614+200.2% | $11,431+205.0% |