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 | $88,778+4.0% | $81,844+12.9% | $145,884-36.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 12.98% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $14,902 | $3,087+382.7% | $2,916+411.0% | $4,662+219.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $907 | $8,430-89.2% | $7,355-87.7% | $13,392-93.2% |