Filed July 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,872 | $47,479-41.3% | $62,929-55.7% | $82,448-66.2% |
| Participation rate | 51.5% | 66.9%-15.4pp | 73.1%-21.6pp | 68.1%-16.6pp |
| Annual return | 20.25% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,807 | $1,885-4.1% | $2,505-27.8% | $2,551-29.2% |
| Participant deferral / active EE | $2,669 | $2,870-7.0% | $3,888-31.4% | $4,139-35.5% |
| Admin fee / account holder | $765 | $3,804-79.9% | $5,065-84.9% | $7,234-89.4% |