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 | $36,313 | $109,359-66.8% | $162,185-77.6% | $72,976-50.2% |
| Participation rate | 86.4% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+16.9pp |
| Annual return | 17.78% | 25.46%-7.7pp | 115.61%-97.8pp | 81.02%-63.2pp |
| Employer contribution / active EE | $1,593 | $3,907-59.2% | $5,613-71.6% | $2,440-34.7% |
| Participant deferral / active EE | $2,517 | $5,481-54.1% | $7,297-65.5% | $3,608-30.2% |
| Admin fee / account holder | $4,647 | $7,972-41.7% | $10,844-57.1% | $5,124-9.3% |