Filed March 30, 2026 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,431 | $87,834+32.6% | $133,975-13.1% | $62,881+85.2% |
| Participation rate | 96.4% | 83.4%+13.1pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | -2.55% | 12.05%-14.6pp | 29.29%-31.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,862 | $3,482-46.5% | $5,211-64.3% | $2,281-18.3% |
| Participant deferral / active EE | $1,322 | $4,812-72.5% | $6,282-78.9% | $3,203-58.7% |
| Admin fee / account holder | $84,306 | $5,372+1469.2% | $9,324+804.2% | $4,296+1862.6% |