Filed January 2, 2026 (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 | $159,098 | $69,590+128.6% | $136,867+16.2% | $94,015+69.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.74% | 19.62%-9.9pp | 42.97%-33.2pp | 17.84%-8.1pp |
| Employer contribution / active EE | $2,759 | $2,396+15.1% | $3,547-22.2% | $2,790-1.1% |
| Participant deferral / active EE | $6,665 | $3,437+93.9% | $4,924+35.4% | $4,249+56.8% |
| Admin fee / account holder | $888 | $8,912-90.0% | $10,340-91.4% | $8,951-90.1% |