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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,060 | $54,541-8.2% | $78,778-36.5% | $70,126-28.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.56% | 21.07%-10.5pp | 35.62%-25.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $3,367 | $1,089+209.3% | $1,986+69.6% | $2,343+43.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,936 | $3,709-20.8% | $5,134-42.8% | $4,645-36.8% |