Filed June 15, 2026 (most recent of 2 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 | $32,680 | $79,045-58.7% | $100,378-67.4% | $74,429-56.1% |
| Participation rate | 76.4% | 79.4%-3.1pp | 81.5%-5.1pp | 67.2%+9.2pp |
| Annual return | 35.57% | 20.61%+15.0pp | 49.41%-13.8pp | 1368.38%-1332.8pp |
| Employer contribution / active EE | $3,112 | $3,015+3.2% | $3,942-21.1% | $2,625+18.6% |
| Participant deferral / active EE | $6,965 | $7,751-10.1% | $8,087-13.9% | $4,348+60.2% |
| Admin fee / account holder | $6,569 | $1,335+392.1% | $7,899-16.8% | $1,944+237.9% |