Filed June 17, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,103 | $72,403-7.3% | $67,524-0.6% | $145,978-54.0% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 15.55% | 7197.23%-7181.7pp | 3519.41%-3503.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,201 | $5,541-42.2% | $4,001-20.0% | $13,400-76.1% |