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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,134 | $67,602-40.6% | $82,312-51.2% | $70,126-42.8% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.0pp |
| Annual return | 7.97% | 21.57%-13.6pp | 25.88%-17.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $2,038 | $1,755+16.1% | $2,428-16.1% | $2,343-13.0% |
| Participant deferral / active EE | $3,631 | $2,987+21.5% | $3,706-2.0% | $3,332+9.0% |
| Admin fee / account holder | $1,342 | $4,512-70.3% | $5,608-76.1% | $4,645-71.1% |