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 | $72,607+65.1% | $90,259+32.8% | $87,485+37.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 11.63% | 18.59%-7.0pp | 18.88%-7.2pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,313 | $1,919+124.7% | $2,291+88.3% | $2,596+66.1% |
| Participant deferral / active EE | $4,631 | $3,055+51.6% | $3,827+21.0% | $4,274+8.4% |
| Admin fee / account holder | $6,386 | $5,947+7.4% | $7,267-12.1% | $7,775-17.9% |