Filed January 27, 2026 (most recent of 2 filings on file)
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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 | $66,478 | $94,529-29.7% | $140,019-52.5% | $64,181+3.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.33% | 7.77%-12.1pp | 651.15%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,548 | $3,812-33.2% | $5,605-54.6% | $2,381+7.0% |
| Participant deferral / active EE | $3,487 | $5,250-33.6% | $6,927-49.7% | $3,470+0.5% |
| Admin fee / account holder | $7,136 | $6,741+5.9% | $10,705-33.3% | $4,887+46.0% |