Filed December 30, 2025 (most recent of 8 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $51,854 | $70,667-26.6% | $123,105-57.9% | $52,331-0.9% |
| Participation rate | 92.4% | 83.7%+8.7pp | 86.8%+5.6pp | 68.1%+24.3pp |
| Annual return | -1.68% | 6.23%-7.9pp | 13.22%-14.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,629 | $2,946-44.7% | $5,151-68.4% | $1,882-13.4% |
| Participant deferral / active EE | $1,841 | $4,493-59.0% | $6,229-70.4% | $3,022-39.1% |
| Admin fee / account holder | $1,321 | $506+160.8% | $9,014-85.3% | $592+123.3% |