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 | $56,431+14.7% | $130,788-50.5% | $87,485-26.0% |
| Participation rate | 58.5% | 58.9%-0.4pp | 70.1%-11.6pp | 68.9%-10.4pp |
| Annual return | 13.26% | 91.27%-78.0pp | 386.44%-373.2pp | 26.06%-12.8pp |
| Employer contribution / active EE | $2,004 | $1,549+29.4% | $3,558-43.7% | $2,596-22.8% |
| Participant deferral / active EE | $3,698 | $2,749+34.5% | $4,137-10.6% | $4,274-13.5% |
| Admin fee / account holder | $28,538 | $4,433+543.8% | $6,673+327.7% | $7,775+267.1% |