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 | $19,366 | $160,059-87.9% | $140,019-86.2% | $135,380-85.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.60% | 911.48%-917.1pp | 651.17%-656.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,824 | $6,420-40.4% | $5,605-31.8% | $4,779-20.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $801 | $13,328-94.0% | $10,705-92.5% | $10,828-92.6% |