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 | $92,430 | $86,938+6.3% | $102,423-9.8% | $80,925+14.2% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.7%+18.5pp |
| Annual return | 9.98% | 18.89%-8.9pp | 29.42%-19.4pp | 35.65%-25.7pp |
| Employer contribution / active EE | $888 | $2,369-62.5% | $3,023-70.6% | $2,756-67.8% |
| Participant deferral / active EE | $4,835 | $4,120+17.3% | $5,054-4.3% | $4,299+12.5% |
| Admin fee / account holder | $3,515 | $8,053-56.3% | $9,455-62.8% | $6,940-49.3% |