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 | $24,162 | $110,083-78.1% | $151,645-84.1% | $68,490-64.7% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -13.79% | -10.12%-3.7pp | 3.34%-17.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,572 | $4,470-64.8% | $6,165-74.5% | $2,597-39.5% |
| Participant deferral / active EE | $4,700 | $6,526-28.0% | $8,363-43.8% | $4,028+16.7% |
| Admin fee / account holder | $14,801 | $7,718+91.8% | $11,614+27.4% | $5,403+174.0% |