Filed July 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,969 | $146,267-9.8% | $197,124-33.1% | $82,448+60.1% |
| Participation rate | 69.4% | 84.0%-14.6pp | 86.7%-17.3pp | 68.1%+1.3pp |
| Annual return | 12.04% | 29.61%-17.6pp | 44.34%-32.3pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,584 | $4,723-66.5% | $6,227-74.6% | $2,551-37.9% |
| Participant deferral / active EE | $3,866 | $7,035-45.0% | $9,135-57.7% | $4,139-6.6% |
| Admin fee / account holder | $25,795 | $14,422+78.9% | $16,298+58.3% | $7,234+256.6% |