Filed July 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,791 | $209,336-72.4% | $197,124-70.7% | $137,256-57.9% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 12.72% | 48.09%-35.4pp | 44.34%-31.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,046 | $6,591-69.0% | $6,227-67.1% | $4,156-50.8% |
| Participant deferral / active EE | $2,528 | $9,614-73.7% | $9,135-72.3% | $6,407-60.5% |
| Admin fee / account holder | $4,001 | $17,308-76.9% | $16,298-75.4% | $12,270-67.4% |