Filed March 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,216 | $110,083-18.0% | $151,645-40.5% | $68,490+31.7% |
| Participation rate | 75.7% | 84.0%-8.3pp | 87.5%-11.8pp | 67.9%+7.8pp |
| Annual return | -12.42% | -10.12%-2.3pp | 3.34%-15.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,237 | $4,470-50.0% | $6,165-63.7% | $2,597-13.8% |
| Participant deferral / active EE | $4,114 | $6,526-37.0% | $8,363-50.8% | $4,028+2.2% |
| Admin fee / account holder | $8,228 | $7,718+6.6% | $11,614-29.2% | $5,403+52.3% |