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 | $195,134 | $60,128+224.5% | $90,440+115.8% | $79,852+144.4% |
| Participation rate | 97.0% | 65.0%+32.0pp | 72.7%+24.3pp | 69.6%+27.3pp |
| Annual return | 16.62% | 71.95%-55.3pp | 1294.38%-1277.8pp | 31.72%-15.1pp |
| Employer contribution / active EE | $7,907 | $2,068+282.3% | $3,263+142.3% | $2,471+220.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $533 | $3,977-86.6% | $5,615-90.5% | $5,306-90.0% |