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 | $68,276 | $123,793-44.8% | $177,827-61.6% | $79,858-14.5% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 15.09% | 22.82%-7.7pp | 48.32%-33.2pp | 31.72%-16.6pp |
| Employer contribution / active EE | $3,387 | $4,095-17.3% | $5,918-42.8% | $2,471+37.1% |
| Participant deferral / active EE | $2,012 | $5,956-66.2% | $7,713-73.9% | $3,740-46.2% |
| Admin fee / account holder | $885 | $7,243-87.8% | $12,429-92.9% | $5,306-83.3% |