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 | $112,345 | $160,059-29.8% | $140,019-19.8% | $135,380-17.0% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.5%-0.5pp | 82.6%+4.3pp |
| Annual return | -5.08% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,570 | $7,641-66.4% | $6,927-62.9% | $5,609-54.2% |
| Admin fee / account holder | $3,817 | $13,328-71.4% | $10,705-64.3% | $10,828-64.7% |