Filed January 19, 2026 (most recent of 3 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 | $28,610 | $82,028-65.1% | $123,105-76.8% | $59,633-52.0% |
| Participation rate | 79.7% | 83.2%-3.5pp | 86.8%-7.1pp | 68.7%+11.0pp |
| Annual return | 7.10% | 5.12%+2.0pp | 13.22%-6.1pp | 2041.45%-2034.3pp |
| Employer contribution / active EE | $1,156 | $3,297-64.9% | $5,151-77.5% | $2,203-47.5% |
| Participant deferral / active EE | $1,565 | $4,667-66.5% | $6,229-74.9% | $3,192-51.0% |
| Admin fee / account holder | $3,590 | $5,879-38.9% | $9,014-60.2% | $4,297-16.5% |