Filed January 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,360 | $171,865-93.4% | $149,718-92.4% | $147,585-92.3% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 8.63% | 2113.29%-2104.7pp | 1501.67%-1493.0pp | 578.56%-569.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,306 | $7,270-82.0% | $6,569-80.1% | $5,439-76.0% |
| Admin fee / account holder | $437 | $13,799-96.8% | $11,283-96.1% | $10,885-96.0% |