Filed June 12, 2026 (most recent of 2 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 | $44,621 | $45,152-1.2% | $73,835-39.6% | $59,633-25.2% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | -0.53% | 27.40%-27.9pp | 2268.13%-2268.7pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $1,805 | $1,901-5.1% | $2,788-35.2% | $2,203-18.0% |
| Participant deferral / active EE | $3,714 | $2,573+44.3% | $3,583+3.6% | $3,192+16.4% |
| Admin fee / account holder | $2,046 | $3,515-41.8% | $4,880-58.1% | $4,297-52.4% |