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 | $92,743-38.0% | $82,744-30.5% | $134,532-57.2% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -17.44% | 946.63%-964.1pp | 702.22%-719.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,092 | $3,273-66.6% | $3,008-63.7% | $4,741-77.0% |
| Participant deferral / active EE | $2,689 | $4,802-44.0% | $4,395-38.8% | $6,401-58.0% |
| Admin fee / account holder | $9,166 | $5,977+53.3% | $5,325+72.1% | $11,429-19.8% |