Filed March 2, 2026 (most recent of 2 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,549 | $140,592-88.2% | $123,105-86.6% | $125,389-86.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.69% | 16.80%-17.5pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $2,670 | $6,041-55.8% | $5,151-48.2% | $4,866-45.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,702 | $11,198-66.9% | $9,014-58.9% | $9,541-61.2% |