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 | $142,370 | $63,082+125.7% | $81,726+74.2% | $79,856+78.3% |
| Participation rate | 98.5% | 67.5%+31.0pp | 72.0%+26.5pp | 69.6%+28.8pp |
| Annual return | 8.81% | 22.66%-13.9pp | 29.49%-20.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $4,332 | $1,795+141.3% | $4,311+0.5% | $2,471+75.3% |
| Participant deferral / active EE | $5,447 | $2,780+95.9% | $7,108-23.4% | $3,741+45.6% |
| Admin fee / account holder | $42,996 | $4,428+870.9% | $5,160+733.3% | $5,306+710.3% |