Filed March 30, 2026 (most recent of 3 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 | $83,098 | $138,385-40.0% | $184,243-54.9% | $80,925+2.7% |
| Participation rate | 89.6% | 83.9%+5.7pp | 86.8%+2.8pp | 67.7%+22.0pp |
| Annual return | 10.17% | 20.02%-9.9pp | 28.82%-18.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,959 | $4,851-59.6% | $6,427-69.5% | $2,756-28.9% |
| Participant deferral / active EE | $4,307 | $7,075-39.1% | $9,132-52.8% | $4,299+0.2% |
| Admin fee / account holder | $37,339 | $10,489+256.0% | $13,914+168.4% | $6,940+438.0% |