Filed April 28, 2026 (most recent of 14 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,466 | $87,834-51.7% | $133,975-68.3% | $62,881-32.5% |
| Participation rate | 64.0% | 83.4%-19.4pp | 87.1%-23.1pp | 69.3%-5.3pp |
| Annual return | 5.97% | 12.05%-6.1pp | 29.29%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,195 | $3,482-65.7% | $5,211-77.1% | $2,281-47.6% |
| Participant deferral / active EE | $2,798 | $4,812-41.9% | $6,282-55.5% | $3,203-12.7% |
| Admin fee / account holder | $1,592 | $5,372-70.4% | $9,324-82.9% | $4,296-62.9% |