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 | $197,594-85.1% | $177,822-83.4% | $158,931-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.41% | 58.76%-41.4pp | 48.32%-30.9pp | 302.86%-285.5pp |
| Employer contribution / active EE | $4,231 | $6,697-36.8% | $5,918-28.5% | $4,761-11.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,380 | $15,400-91.0% | $12,428-88.9% | $11,247-87.7% |