Filed March 17, 2026 (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 | $119,885 | $67,894+76.6% | $89,340+34.2% | $82,448+45.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.63% | 19.21%-7.6pp | 20.57%-8.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $4,313 | $1,828+136.0% | $2,231+93.3% | $2,551+69.1% |
| Participant deferral / active EE | $4,631 | $3,072+50.7% | $3,823+21.1% | $4,139+11.9% |
| Admin fee / account holder | $6,386 | $5,723+11.6% | $6,704-4.7% | $7,234-11.7% |