Filed June 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,319 | $75,935-29.8% | $60,547-11.9% | $125,389-57.5% |
| Participation rate | 68.4% | 76.5%-8.1pp | 68.0%+0.5pp | 83.2%-14.8pp |
| Annual return | -2.35% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,009 | $4,506-55.4% | $3,328-39.6% | $5,352-62.5% |
| Admin fee / account holder | $600 | $6,768-91.1% | $4,536-86.8% | $9,541-93.7% |