Filed January 27, 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.)
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 | $122,371 | $55,449+120.7% | $83,831+46.0% | $56,289+117.4% |
| Participation rate | 99.1% | 68.0%+31.0pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -0.21% | -1.38%+1.2pp | 850.99%-851.2pp | -9.96%+9.8pp |
| Employer contribution / active EE | $7,071 | $2,430+190.9% | $3,631+94.7% | $2,111+234.9% |
| Participant deferral / active EE | $4,775 | $2,935+62.7% | $4,082+17.0% | $3,350+42.5% |
| Admin fee / account holder | $4,897 | $656+646.5% | $5,479-10.6% | $521+839.9% |