Filed July 24, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,954 | $146,267-70.6% | $197,124-78.2% | $82,448-47.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 17.54% | 29.61%-12.1pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,729 | $4,723-63.4% | $6,227-72.2% | $2,551-32.2% |
| Participant deferral / active EE | $2,489 | $7,035-64.6% | $9,135-72.7% | $4,139-39.9% |
| Admin fee / account holder | $3,252 | $14,422-77.5% | $16,298-80.0% | $7,234-55.0% |