Filed June 30, 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 | $30,467 | $76,407-60.1% | $150,298-79.7% | $82,448-63.0% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 18.98% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,393 | $2,614-8.4% | $4,154-42.4% | $2,551-6.2% |
| Participant deferral / active EE | $3,218 | $3,214+0.1% | $5,453-41.0% | $4,139-22.3% |
| Admin fee / account holder | $8,464 | $6,352+33.3% | $14,116-40.0% | $7,234+17.0% |