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 | $66,390 | $109,872-39.6% | $98,483-32.6% | $167,536-60.4% |
| Participation rate | 64.3% | 75.8%-11.5pp | 73.3%-9.1pp | 82.1%-17.8pp |
| Annual return | 14.68% | 1959.31%-1944.6pp | 1494.38%-1479.7pp | 478.82%-464.1pp |
| Employer contribution / active EE | $614 | $3,225-81.0% | $2,961-79.3% | $4,839-87.3% |
| Participant deferral / active EE | $1,622 | $4,673-65.3% | $4,276-62.1% | $6,342-74.4% |
| Admin fee / account holder | $14,645 | $6,757+116.7% | $5,953+146.0% | $12,315+18.9% |