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 | $29,722 | $87,834-66.2% | $133,975-77.8% | $62,881-52.7% |
| Participation rate | 88.7% | 83.4%+5.4pp | 87.1%+1.7pp | 69.3%+19.4pp |
| Annual return | 6.00% | 12.05%-6.1pp | 29.29%-23.3pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,294 | $3,482-62.8% | $5,211-75.2% | $2,281-43.3% |
| Participant deferral / active EE | $1,757 | $4,812-63.5% | $6,282-72.0% | $3,203-45.2% |
| Admin fee / account holder | $399 | $5,372-92.6% | $9,324-95.7% | $4,296-90.7% |