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 | $24,387 | $94,529-74.2% | $140,019-82.6% | $64,173-62.0% |
| Participation rate | 84.0% | 84.1%-0.1pp | 87.5%-3.5pp | 69.6%+14.4pp |
| Annual return | -5.55% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,173 | $3,812-69.2% | $5,605-79.1% | $2,381-50.7% |
| Participant deferral / active EE | $2,911 | $5,250-44.6% | $6,927-58.0% | $3,470-16.1% |
| Admin fee / account holder | $11,388 | $6,741+68.9% | $10,705+6.4% | $4,887+133.0% |