Filed February 19, 2026 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,860 | $181,896-62.1% | $156,551-56.0% | $273,972-74.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 9.29% | 30.74%-21.5pp | 32.23%-22.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,432 | $6,248-45.1% | $5,501-37.6% | $4,869-29.5% |
| Participant deferral / active EE | $742 | $5,550-86.6% | $4,871-84.8% | $5,287-86.0% |
| Admin fee / account holder | $570 | $15,560-96.3% | $13,028-95.6% | $10,133-94.4% |