Filed September 15, 2025 (most recent of 4 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 | $144,108 | $39,132+268.3% | $57,196+152.0% | $62,881+129.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.80% | 9.24%-8.4pp | 14.59%-13.8pp | 20.14%-19.3pp |
| Employer contribution / active EE | $12,494 | $1,874+566.7% | $2,683+365.7% | $2,281+447.7% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,318 | $2,594+490.5% | $3,141+387.7% | $4,296+256.6% |