Filed April 28, 2026 (most recent of 14 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 | $44,037 | $110,083-60.0% | $151,639-71.0% | $68,486-35.7% |
| Participation rate | 78.6% | 84.0%-5.4pp | 87.5%-8.9pp | 67.9%+10.7pp |
| Annual return | -7.43% | -10.12%+2.7pp | 3.34%-10.8pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,352 | $4,470-69.8% | $6,165-78.1% | $2,597-47.9% |
| Participant deferral / active EE | $3,131 | $6,526-52.0% | $8,363-62.6% | $4,028-22.3% |
| Admin fee / account holder | $10,000 | $7,718+29.6% | $11,613-13.9% | $5,404+85.1% |