Filed September 9, 2025 (most recent of 2 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 | $210,553 | $92,766+127.0% | $82,763+154.4% | $134,545+56.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -21.14% | 946.97%-968.1pp | 702.45%-723.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $9,411 | $3,273+187.5% | $3,008+212.8% | $4,742+98.5% |
| Participant deferral / active EE | $7,873 | $4,802+63.9% | $4,395+79.1% | $6,401+23.0% |
| Admin fee / account holder | $19,075 | $5,978+219.1% | $5,325+258.2% | $11,431+66.9% |