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 | $22,464 | $171,867-86.9% | $149,721-85.0% | $147,586-84.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 13.22% | 2113.36%-2100.1pp | 1501.67%-1488.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,759 | $6,275-40.1% | $5,444-31.0% | $4,876-22.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,438 | $13,799-89.6% | $11,282-87.3% | $10,886-86.8% |