Filed February 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,317 | $79,223-50.4% | $102,460-61.6% | $74,478-47.2% |
| Participation rate | 75.4% | 74.8%+0.6pp | 76.5%-1.1pp | 67.2%+8.1pp |
| Annual return | 10.65% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $1,872 | $2,363-20.8% | $3,025-38.1% | $2,626-28.7% |
| Participant deferral / active EE | $3,529 | $4,417-20.1% | $5,056-30.2% | $4,350-18.9% |
| Admin fee / account holder | $7,086 | $2,003+253.8% | $9,460-25.1% | $1,946+264.2% |