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 | $93,394 | $58,099+60.7% | $76,902+21.4% | $75,177+24.2% |
| Participation rate | 91.3% | 63.9%+27.4pp | 69.6%+21.7pp | 67.2%+24.1pp |
| Annual return | 7.68% | 26.71%-19.0pp | 37.91%-30.2pp | 160.75%-153.1pp |
| Employer contribution / active EE | $3,518 | $1,996+76.3% | $2,534+38.8% | $2,671+31.7% |
| Participant deferral / active EE | $3,958 | $2,999+32.0% | $3,833+3.3% | $4,126-4.1% |
| Admin fee / account holder | $25,407 | $4,778+431.8% | $5,479+363.7% | $5,651+349.6% |