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 | $107,726 | $56,894+89.3% | $84,753+27.1% | $62,881+71.3% |
| Participation rate | 62.8% | 68.5%-5.7pp | 76.6%-13.8pp | 69.3%-6.5pp |
| Annual return | 5.86% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,539 | $2,400+5.8% | $3,574-29.0% | $2,281+11.3% |
| Participant deferral / active EE | $5,894 | $2,709+117.6% | $3,712+58.8% | $3,203+84.0% |
| Admin fee / account holder | $2,095 | $3,581-41.5% | $5,333-60.7% | $4,296-51.2% |