Filed April 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 | $57,301 | $78,428-26.9% | $95,960-40.3% | $79,852-28.2% |
| Participation rate | 52.5% | 73.5%-21.0pp | 77.1%-24.6pp | 69.6%-17.1pp |
| Annual return | 14.08% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,287 | $1,945-33.8% | $2,541-49.4% | $2,471-47.9% |
| Participant deferral / active EE | $2,113 | $3,440-38.6% | $4,167-49.3% | $3,740-43.5% |
| Admin fee / account holder | $7,124 | $5,622+26.7% | $6,797+4.8% | $5,306+34.3% |