Filed February 10, 2026 (most recent of 2 filings on file)
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 | $32,799 | $81,696-59.9% | $70,492-53.5% | $158,988-79.4% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.1%+19.9pp | 82.0%+13.0pp |
| Annual return | 19.93% | 208.70%-188.8pp | 109.16%-89.2pp | 303.00%-283.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $497 | $6,201-92.0% | $3,848-87.1% | $11,252-95.6% |