Filed May 11, 2026 (most recent of 3 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,781 | $100,060-64.2% | $149,721-76.1% | $70,126-49.0% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 18.56% | 27.46%-8.9pp | 1501.67%-1483.1pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,303 | $3,661-64.4% | $5,444-76.1% | $2,343-44.4% |
| Participant deferral / active EE | $3,043 | $4,982-38.9% | $6,568-53.7% | $3,332-8.7% |
| Admin fee / account holder | $569 | $8,285-93.1% | $11,282-95.0% | $4,645-87.7% |