Filed January 29, 2026
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,609 | $110,083+36.8% | $151,639-0.7% | $68,486+119.9% |
| Participation rate | 70.3% | 84.0%-13.6pp | 87.5%-17.2pp | 67.9%+2.4pp |
| Annual return | 11.71% | -10.12%+21.8pp | 3.34%+8.4pp | -7.85%+19.6pp |
| Employer contribution / active EE | $1,543 | $4,470-65.5% | $6,165-75.0% | $2,597-40.6% |
| Participant deferral / active EE | $1,732 | $6,526-73.5% | $8,363-79.3% | $4,028-57.0% |
| Admin fee / account holder | $24,362 | $7,718+215.7% | $11,613+109.8% | $5,404+350.8% |