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 | $57,521 | $92,684-37.9% | $82,706-30.5% | $134,509-57.2% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -17.44% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,092 | $3,272-66.6% | $3,007-63.7% | $4,741-77.0% |
| Participant deferral / active EE | $2,689 | $4,800-44.0% | $4,394-38.8% | $6,400-58.0% |
| Admin fee / account holder | $9,166 | $5,982+53.2% | $5,329+72.0% | $11,427-19.8% |