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 | $51,597 | $49,177+4.9% | $79,476-35.1% | $64,181-19.6% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.6pp | 69.6%+13.4pp |
| Annual return | -6.57% | -1.16%-5.4pp | 718.21%-724.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,604 | $2,076+25.4% | $2,800-7.0% | $2,381+9.4% |
| Participant deferral / active EE | $3,996 | $2,821+41.6% | $3,704+7.9% | $3,470+15.2% |
| Admin fee / account holder | $7,494 | $3,839+95.2% | $5,113+46.6% | $4,887+53.3% |