Filed March 25, 2026 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,339 | $123,793+8.5% | $177,848-24.5% | $79,856+68.2% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.1pp |
| Annual return | 9.72% | 22.82%-13.1pp | 48.33%-38.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,884 | $4,095-29.6% | $5,919-51.3% | $2,471+16.7% |
| Participant deferral / active EE | $7,607 | $5,956+27.7% | $7,714-1.4% | $3,741+103.4% |
| Admin fee / account holder | $6,516 | $7,243-10.0% | $12,431-47.6% | $5,306+22.8% |