Filed March 4, 2026 (most recent of 4 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 | $82,623 | $138,386-40.3% | $184,260-55.2% | $80,935+2.1% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.7%+17.5pp |
| Annual return | 16.55% | 20.02%-3.5pp | 28.84%-12.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $4,991 | $4,851+2.9% | $6,427-22.3% | $2,757+81.1% |
| Participant deferral / active EE | $3,075 | $7,076-56.5% | $9,133-66.3% | $4,299-28.5% |
| Admin fee / account holder | $6,277 | $10,489-40.2% | $13,898-54.8% | $6,924-9.3% |