Filed May 19, 2026 (most recent of 3 filings on file)
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,167 | $100,041+9.1% | $149,718-27.1% | $70,131+55.7% |
| Participation rate | 81.1% | 83.6%-2.5pp | 87.1%-6.0pp | 69.5%+11.6pp |
| Annual return | 18.42% | 27.43%-9.0pp | 1501.70%-1483.3pp | 73.14%-54.7pp |
| Employer contribution / active EE | $838 | $3,662-77.1% | $5,444-84.6% | $2,342-64.2% |
| Participant deferral / active EE | $3,180 | $4,983-36.2% | $6,568-51.6% | $3,332-4.6% |
| Admin fee / account holder | $8,440 | $8,286+1.8% | $11,283-25.2% | $4,645+81.7% |