Filed April 10, 2026 (most recent of 2 filings on file)
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Employer 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 | $121,375 | $197,637-38.6% | $177,848-31.8% | $158,982-23.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 12.56% | 58.77%-46.2pp | 48.33%-35.8pp | 302.99%-290.4pp |
| Employer contribution / active EE | $948 | $6,698-85.8% | $5,919-84.0% | $4,763-80.1% |
| Participant deferral / active EE | $3,249 | $8,405-61.3% | $7,714-57.9% | $5,983-45.7% |
| Admin fee / account holder | $26,404 | $15,406+71.4% | $12,431+112.4% | $11,252+134.7% |