Filed July 29, 2026 (most recent of 3 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 | $118,427 | $78,520+50.8% | $96,576+22.6% | $82,448+43.6% |
| Participation rate | 68.6% | 77.7%-9.2pp | 81.4%-12.9pp | 68.1%+0.5pp |
| Annual return | 14.10% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,422 | $2,630-7.9% | $3,553-31.8% | $2,551-5.1% |
| Participant deferral / active EE | $8,691 | $6,754+28.7% | $7,956+9.2% | $4,139+110.0% |
| Admin fee / account holder | $4,555 | $13,455-66.1% | $11,381-60.0% | $7,234-37.0% |