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 | $70,366+0.4% | $66,674+5.9% | $138,895-49.2% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 14.94% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,032 | $2,765-26.5% | $2,620-22.5% | $4,194-51.6% |
| Participant deferral / active EE | $5,428 | $4,374+24.1% | $4,084+32.9% | $6,396-15.1% |
| Admin fee / account holder | $2,211 | $5,262-58.0% | $5,098-56.6% | $12,562-82.4% |