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 | $164,229 | $53,128+209.1% | $86,582+89.7% | $70,126+134.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.04% | 27.66%-18.6pp | 965.08%-956.0pp | 73.15%-64.1pp |
| Employer contribution / active EE | $2,546 | $2,068+23.1% | $2,839-10.3% | $2,343+8.7% |
| Participant deferral / active EE | $5,141 | $2,695+90.8% | $3,609+42.5% | $3,332+54.3% |
| Admin fee / account holder | $355 | $3,584-90.1% | $4,904-92.8% | $4,645-92.3% |