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 | $150,633 | $45,050+234.4% | $63,018+139.0% | $70,126+114.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.07% | 18.76%-7.7pp | 87.62%-76.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $12,586 | $2,052+513.4% | $2,761+355.9% | $2,343+437.3% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,477 | $2,834+93.3% | $3,601+52.1% | $4,645+17.9% |