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 | $51,638+208.1% | $68,368+132.7% | $82,448+93.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 9.74% | 37.53%-27.8pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,759 | $2,047+34.8% | $2,649+4.2% | $2,551+8.2% |
| Participant deferral / active EE | $6,665 | $2,914+128.7% | $4,123+61.7% | $4,139+61.0% |
| Admin fee / account holder | $888 | $4,643-80.9% | $5,150-82.7% | $7,234-87.7% |