Filed April 13, 2026 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,898 | $92,224-89.3% | $76,768-87.1% | $135,381-92.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.64% | 5.46%-14.1pp | 2.43%-11.1pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,104 | $3,216-3.5% | $2,485+24.9% | $4,779-35.0% |
| Participant deferral / active EE | $2,302 | $4,509-48.9% | $3,852-40.2% | $5,609-59.0% |
| Admin fee / account holder | $478 | $10,750-95.6% | $6,676-92.8% | $10,828-95.6% |