Filed May 14, 2026
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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 | $142,800 | $49,249+190.0% | $70,476+102.6% | $79,852+78.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.27% | 30.09%-26.8pp | 109.12%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $15,496 | $2,100+637.8% | $2,738+466.0% | $2,471+527.1% |
| Participant deferral / active EE | $2,790 | $2,769+0.7% | $3,710-24.8% | $3,740-25.4% |
| Admin fee / account holder | $8,184 | $2,878+184.4% | $3,847+112.7% | $5,306+54.2% |