Filed May 1, 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.
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 | $79,240 | $87,132-9.1% | $105,624-25.0% | $80,959-2.1% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.7%-7.0pp |
| Annual return | 11.92% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $990 | $2,397-58.7% | $3,168-68.8% | $2,757-64.1% |
| Participant deferral / active EE | $2,391 | $3,985-40.0% | $5,013-52.3% | $4,300-44.4% |
| Admin fee / account holder | $12,315 | $8,449+45.8% | $10,961+12.3% | $6,925+77.8% |