Filed May 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,371 | $88,702+4.1% | $81,780+13.0% | $145,978-36.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 12.98% | 1029.12%-1016.1pp | 776.27%-763.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $14,902 | $3,084+383.2% | $2,914+411.4% | $4,662+219.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $907 | $8,414-89.2% | $7,384-87.7% | $13,400-93.2% |