Filed June 10, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $87,835 | $94,529-7.1% | $140,016-37.3% | $64,186+36.8% |
| Participation rate | 97.1% | 84.1%+13.0pp | 87.5%+9.6pp | 69.6%+27.5pp |
| Annual return | -7.39% | 7.77%-15.2pp | 651.14%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,665 | $3,812+22.4% | $5,606-16.8% | $2,381+95.9% |
| Participant deferral / active EE | $4,552 | $5,250-13.3% | $6,927-34.3% | $3,470+31.2% |
| Admin fee / account holder | $1,571 | $6,741-76.7% | $10,705-85.3% | $4,888-67.9% |