Filed April 10, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,287 | $140,592-15.2% | $123,105-3.1% | $125,389-4.9% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | 0.21% | 16.80%-16.6pp | 13.22%-13.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,280 | $6,980-67.3% | $6,229-63.4% | $5,352-57.4% |
| Admin fee / account holder | $832 | $11,198-92.6% | $9,014-90.8% | $9,541-91.3% |