Filed March 17, 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 | $185,866 | $56,544+228.7% | $75,501+146.2% | $70,126+165.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 11.75% | 23.59%-11.8pp | 27.35%-15.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $3,668 | $1,817+101.9% | $2,352+56.0% | $2,343+56.6% |
| Participant deferral / active EE | $4,620 | $2,580+79.1% | $3,142+47.0% | $3,332+38.7% |
| Admin fee / account holder | $34,519 | $3,827+802.1% | $5,801+495.1% | $4,645+643.1% |