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 | $67,103 | $72,426-7.3% | $67,560-0.7% | $145,897-54.0% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 15.55% | 7226.78%-7211.2pp | 3533.50%-3517.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,201 | $5,514-41.9% | $3,994-19.9% | $13,390-76.1% |