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 | $61,125+160.3% | $94,057+69.2% | $87,485+81.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 9.74% | 35.20%-25.5pp | 480.62%-470.9pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,759 | $2,136+29.2% | $2,933-5.9% | $2,596+6.3% |
| Participant deferral / active EE | $6,665 | $3,260+104.4% | $4,709+41.5% | $4,274+56.0% |
| Admin fee / account holder | $888 | $5,629-84.2% | $7,244-87.7% | $7,775-88.6% |