Filed April 6, 2026 (most recent of 2 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.
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 | $82,717 | $110,083-24.9% | $151,639-45.5% | $68,486+20.8% |
| Participation rate | 96.3% | 84.0%+12.4pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -20.04% | -10.12%-9.9pp | 3.34%-23.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $5,277 | $4,470+18.1% | $6,165-14.4% | $2,597+103.2% |
| Participant deferral / active EE | $5,433 | $6,526-16.8% | $8,363-35.0% | $4,028+34.9% |
| Admin fee / account holder | $2,191 | $7,718-71.6% | $11,613-81.1% | $5,404-59.5% |