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 | $170,921 | $58,391+192.7% | $76,667+122.9% | $72,976+134.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 1.27% | 2306.65%-2305.4pp | 1166.74%-1165.5pp | 81.02%-79.7pp |
| Employer contribution / active EE | $3,957 | $1,787+121.5% | $2,303+71.8% | $2,440+62.2% |
| Participant deferral / active EE | $4,730 | $2,690+75.8% | $3,336+41.8% | $3,608+31.1% |
| Admin fee / account holder | $35,229 | $4,014+777.6% | $6,423+448.4% | $5,124+587.5% |