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 | $92,707+127.1% | $82,726+154.5% | $134,493+56.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -21.14% | 945.12%-966.3pp | 701.33%-722.5pp | 418.01%-439.2pp |
| Employer contribution / active EE | $9,411 | $3,274+187.5% | $3,009+212.8% | $4,740+98.5% |
| Participant deferral / active EE | $7,873 | $4,801+64.0% | $4,394+79.2% | $6,400+23.0% |
| Admin fee / account holder | $19,075 | $5,980+219.0% | $5,328+258.0% | $11,425+67.0% |