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 | $45,041+234.4% | $63,003+139.1% | $70,131+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 | 87.59%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $12,586 | $2,052+513.3% | $2,760+356.0% | $2,342+437.3% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,477 | $2,836+93.1% | $3,600+52.1% | $4,645+17.9% |