Filed March 17, 2026 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,486 | $138,393-5.0% | $184,256-28.6% | $80,959+62.4% |
| Participation rate | 77.4% | 83.9%-6.5pp | 86.8%-9.4pp | 67.7%+9.8pp |
| Annual return | 7.89% | 20.01%-12.1pp | 28.85%-21.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $1,427 | $4,847-70.6% | $6,427-77.8% | $2,757-48.2% |
| Participant deferral / active EE | $4,677 | $7,076-33.9% | $9,133-48.8% | $4,300+8.8% |
| Admin fee / account holder | $19,347 | $10,489+84.5% | $13,899+39.2% | $6,925+179.4% |