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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,817 | $87,841-21.7% | $133,980-48.6% | $62,891+9.4% |
| Participation rate | 68.9% | 83.4%-14.5pp | 87.1%-18.2pp | 69.3%-0.4pp |
| Annual return | 8.32% | 12.05%-3.7pp | 29.30%-21.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,204 | $3,483-65.4% | $5,211-76.9% | $2,281-47.2% |
| Participant deferral / active EE | $2,927 | $4,812-39.2% | $6,282-53.4% | $3,203-8.6% |
| Admin fee / account holder | $2,870 | $5,371-46.6% | $9,324-69.2% | $4,296-33.2% |