Filed March 24, 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 | $64,702 | $52,353+23.6% | $120,225-46.2% | $82,448-21.5% |
| Participation rate | 58.5% | 58.3%+0.2pp | 69.6%-11.0pp | 68.1%-9.5pp |
| Annual return | 13.26% | 61.85%-48.6pp | 439.23%-426.0pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,004 | $1,510+32.7% | $3,475-42.3% | $2,551-21.4% |
| Participant deferral / active EE | $3,698 | $2,627+40.8% | $3,999-7.5% | $4,139-10.7% |
| Admin fee / account holder | $28,538 | $4,363+554.1% | $5,696+401.0% | $7,234+294.5% |