Filed January 6, 2026 (most recent of 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,042 | $100,060-29.0% | $149,721-52.6% | $70,126+1.3% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 13.66% | 27.46%-13.8pp | 1501.67%-1488.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $4,457 | $3,661+21.7% | $5,444-18.1% | $2,343+90.2% |
| Participant deferral / active EE | $1,159 | $4,982-76.7% | $6,568-82.4% | $3,332-65.2% |
| Admin fee / account holder | $16,136 | $8,285+94.8% | $11,282+43.0% | $4,645+247.3% |