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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,560 | $167,533-80.0% | $151,645-77.9% | $134,545-75.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -19.09% | 7.81%-26.9pp | 3.34%-22.4pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,997 | $6,828-41.5% | $6,165-35.2% | $4,742-15.7% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $611 | $13,781-95.6% | $11,614-94.7% | $11,431-94.7% |