Filed January 30, 2026
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,658 | $89,739-48.0% | $149,721-68.8% | $62,293-25.1% |
| Participation rate | 87.5% | 85.1%+2.4pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 173.83% | 21.01%+152.8pp | 1501.67%-1327.8pp | 28.90%+144.9pp |
| Employer contribution / active EE | $1,791 | $3,233-44.6% | $5,444-67.1% | $2,042-12.3% |
| Participant deferral / active EE | $2,659 | $4,797-44.6% | $6,568-59.5% | $3,169-16.1% |
| Admin fee / account holder | $3,815 | $551+592.0% | $11,282-66.2% | $479+695.8% |