Filed March 6, 2026 (most recent of 2 filings on file)
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Participant 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 | $46,252 | $48,364-4.4% | $71,796-35.6% | $62,881-26.4% |
| Participation rate | 93.0% | 60.6%+32.4pp | 69.1%+23.9pp | 69.3%+23.7pp |
| Annual return | 7.29% | 13.16%-5.9pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,708 | $1,042+159.9% | $1,924+40.7% | $2,281+18.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $528 | $3,771-86.0% | $4,815-89.0% | $4,296-87.7% |