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 | $32,611 | $125,797-74.1% | $170,057-80.8% | $75,177-56.6% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 20.47% | 27.20%-6.7pp | 53.42%-32.9pp | 160.75%-140.3pp |
| Employer contribution / active EE | $4,834 | $4,616+4.7% | $6,790-28.8% | $2,671+81.0% |
| Participant deferral / active EE | $4,733 | $6,838-30.8% | $10,411-54.5% | $4,126+14.7% |
| Admin fee / account holder | $1,545 | $8,177-81.1% | $12,826-88.0% | $5,651-72.7% |