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 | $43,089 | $82,032-47.5% | $123,106-65.0% | $59,633-27.7% |
| Participation rate | 91.4% | 83.2%+8.2pp | 86.8%+4.7pp | 68.7%+22.8pp |
| Annual return | 54.47% | 5.12%+49.4pp | 13.22%+41.3pp | 2041.40%-1986.9pp |
| Employer contribution / active EE | $1,332 | $3,297-59.6% | $5,151-74.1% | $2,203-39.5% |
| Participant deferral / active EE | $2,032 | $4,667-56.5% | $6,229-67.4% | $3,192-36.3% |
| Admin fee / account holder | $3,711 | $5,881-36.9% | $9,015-58.8% | $4,297-13.6% |