Filed December 19, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $592,392 | $80,812+633.1% | $160,784+268.4% | $82,448+618.5% |
| Participation rate | 81.8% | 66.2%+15.6pp | 77.0%+4.9pp | 68.1%+13.8pp |
| Annual return | 12.14% | 100.59%-88.4pp | 1803.92%-1791.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $6,972 | $2,174+220.7% | $3,733+86.8% | $2,551+173.3% |
| Participant deferral / active EE | $12,329 | $4,335+184.4% | $6,293+95.9% | $4,139+197.8% |
| Admin fee / account holder | $40,659 | $7,695+428.4% | $9,717+318.4% | $7,234+462.0% |