Filed March 2, 2026 (most recent of 2 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.)
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 | $15,618 | $153,769-89.8% | $133,975-88.3% | $273,972-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.06% | 36.51%-29.5pp | 29.29%-22.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $5,802 | $6,029-3.8% | $5,211+11.3% | $4,869+19.2% |
| Participant deferral / active EE | $196 | $6,958-97.2% | $6,282-96.9% | $5,287-96.3% |
| Admin fee / account holder | $755 | $11,765-93.6% | $9,324-91.9% | $10,133-92.5% |