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 | $155,498 | $48,078+223.4% | $78,676+97.6% | $62,881+147.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.52% | 31.36%-26.8pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,000 | $2,015-0.7% | $2,850-29.8% | $2,281-12.3% |
| Participant deferral / active EE | $3,643 | $2,587+40.8% | $3,517+3.6% | $3,203+13.7% |
| Admin fee / account holder | $1,460 | $3,206-54.5% | $4,510-67.6% | $4,296-66.0% |