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 | $23,451 | $184,000-87.3% | $162,185-85.5% | $152,909-84.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.03% | 150.80%-129.8pp | 115.61%-94.6pp | 345.46%-324.4pp |
| Employer contribution / active EE | $4,237 | $6,370-33.5% | $5,613-24.5% | $4,764-11.1% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,515 | $13,124-88.5% | $10,844-86.0% | $11,601-86.9% |