Filed April 23, 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 | $70,627 | $72,071-2.0% | $68,368+3.3% | $137,256-48.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 14.94% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,032 | $2,788-27.1% | $2,649-23.3% | $4,156-51.1% |
| Participant deferral / active EE | $5,428 | $4,410+23.1% | $4,123+31.7% | $6,407-15.3% |
| Admin fee / account holder | $2,211 | $5,336-58.6% | $5,150-57.1% | $12,270-82.0% |