Filed October 7, 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 | $81,829 | $80,992+1.0% | $96,534-15.2% | $75,173+8.9% |
| Participation rate | 88.6% | 71.8%+16.8pp | 76.0%+12.7pp | 67.2%+21.4pp |
| Annual return | 12.45% | 27.05%-14.6pp | 25.88%-13.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $914 | $2,283-60.0% | $2,965-69.2% | $2,671-65.8% |
| Participant deferral / active EE | $4,868 | $3,929+23.9% | $4,851+0.3% | $4,126+18.0% |
| Admin fee / account holder | $6,946 | $6,717+3.4% | $8,253-15.8% | $5,651+22.9% |