Filed November 18, 2025 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,924 | $49,177+231.3% | $79,466+105.0% | $64,173+153.9% |
| Participation rate | 81.5% | 65.0%+16.5pp | 73.3%+8.1pp | 69.6%+11.9pp |
| Annual return | -3.97% | -1.16%-2.8pp | 718.28%-722.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $10,625 | $2,076+411.7% | $2,800+279.4% | $2,381+346.3% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,981 | $3,839+368.4% | $5,104+252.3% | $4,887+267.9% |