Filed January 30, 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 | $91,322 | $52,678+73.4% | $75,784+20.5% | $59,633+53.1% |
| Participation rate | 61.4% | 67.2%-5.9pp | 75.8%-14.5pp | 68.7%-7.3pp |
| Annual return | 1.70% | 2.95%-1.3pp | 9.68%-8.0pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $2,273 | $2,193+3.6% | $3,323-31.6% | $2,203+3.2% |
| Participant deferral / active EE | $4,834 | $2,591+86.6% | $3,652+32.4% | $3,192+51.5% |
| Admin fee / account holder | $8,387 | $3,610+132.3% | $5,300+58.3% | $4,297+95.2% |