Filed July 10, 2026 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,539 | $143,969-28.8% | $199,883-48.7% | $82,637+24.1% |
| Participation rate | 72.2% | 84.1%-11.9pp | 86.8%-14.5pp | 68.1%+4.2pp |
| Annual return | 11.66% | 25.67%-14.0pp | 43.81%-32.1pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,891 | $4,632-59.2% | $6,261-69.8% | $2,552-25.9% |
| Participant deferral / active EE | $2,701 | $6,937-61.1% | $9,138-70.4% | $4,126-34.5% |
| Admin fee / account holder | $50,381 | $14,597+245.1% | $17,268+191.8% | $7,339+586.5% |