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 | $126,122 | $100,848+25.1% | $86,717+45.4% | $134,554-6.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.46% | 29.12%-49.6pp | 35.97%-56.4pp | 418.46%-438.9pp |
| Employer contribution / active EE | $4,142 | $3,491+18.6% | $2,837+46.0% | $4,742-12.6% |
| Participant deferral / active EE | $5,538 | $5,340+3.7% | $4,657+18.9% | $6,401-13.5% |
| Admin fee / account holder | $13,155 | $10,930+20.4% | $7,494+75.5% | $11,430+15.1% |