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 | $53,975 | $67,411-19.9% | $91,004-40.7% | $70,126-23.0% |
| Participation rate | 52.6% | 71.4%-18.7pp | 75.6%-23.0pp | 69.5%-16.9pp |
| Annual return | 16.29% | -40.16%+56.5pp | 4.60%+11.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $838 | $1,786-53.1% | $2,456-65.9% | $2,343-64.2% |
| Participant deferral / active EE | $1,944 | $2,823-31.1% | $3,548-45.2% | $3,332-41.7% |
| Admin fee / account holder | $2,261 | $4,236-46.6% | $5,417-58.3% | $4,645-51.3% |