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 | $59,866 | $46,877+27.7% | $122,354-51.1% | $70,126-14.6% |
| Participation rate | 45.6% | 58.2%-12.6pp | 71.6%-26.1pp | 69.5%-24.0pp |
| Annual return | 17.89% | 24.22%-6.3pp | 30.28%-12.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,108 | $1,288-14.0% | $4,051-72.7% | $2,343-52.7% |
| Participant deferral / active EE | $2,704 | $2,167+24.8% | $3,287-17.7% | $3,332-18.8% |
| Admin fee / account holder | $1,661 | $3,324-50.0% | $5,479-69.7% | $4,645-64.2% |