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 | $29,511 | $197,637-85.1% | $177,848-83.4% | $158,982-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.41% | 58.77%-41.4pp | 48.33%-30.9pp | 302.99%-285.6pp |
| Employer contribution / active EE | $4,231 | $6,698-36.8% | $5,919-28.5% | $4,763-11.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,380 | $15,406-91.0% | $12,431-88.9% | $11,252-87.7% |