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 | $64,920+145.1% | $103,693+53.4% | $86,983+82.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 9.74% | 30.29%-20.6pp | 47.61%-37.9pp | 25.83%-16.1pp |
| Employer contribution / active EE | $2,759 | $2,141+28.9% | $2,920-5.5% | $2,584+6.8% |
| Participant deferral / active EE | $6,665 | $3,241+105.6% | $4,579+45.5% | $4,194+58.9% |
| Admin fee / account holder | $888 | $6,191-85.6% | $7,858-88.7% | $7,856-88.7% |