Filed May 7, 2026 (most recent of 3 filings on file)
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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 | $61,841 | $90,607-31.7% | $79,467-22.2% | $135,380-54.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.37% | 977.74%-983.1pp | 718.30%-723.7pp | 519.81%-525.2pp |
| Employer contribution / active EE | $13,498 | $3,068+340.0% | $2,800+382.0% | $4,779+182.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,698 | $5,895+234.2% | $5,104+285.9% | $10,828+81.9% |