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 | $90,400+555.3% | $186,193+218.2% | $87,485+577.1% |
| Participation rate | 81.8% | 66.2%+15.6pp | 77.1%+4.7pp | 68.9%+12.9pp |
| Annual return | 12.14% | 22.15%-10.0pp | 78.03%-65.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $6,972 | $2,170+221.3% | $3,918+77.9% | $2,596+168.6% |
| Participant deferral / active EE | $12,329 | $4,330+184.7% | $6,513+89.3% | $4,274+188.5% |
| Admin fee / account holder | $40,659 | $8,673+368.8% | $11,058+267.7% | $7,775+423.0% |