Filed April 6, 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 | $26,389 | $82,028-67.8% | $123,105-78.6% | $59,633-55.7% |
| Participation rate | 78.6% | 83.2%-4.6pp | 86.8%-8.2pp | 68.7%+9.9pp |
| Annual return | -1.63% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,417 | $4,667-48.2% | $6,229-61.2% | $3,192-24.3% |
| Admin fee / account holder | $13,763 | $5,879+134.1% | $9,014+52.7% | $4,297+220.3% |