Filed June 1, 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 | $202,749 | $79,633+154.6% | $93,759+116.2% | $68,486+196.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -18.97% | -0.10%-18.9pp | -11.33%-7.6pp | -7.85%-11.1pp |
| Employer contribution / active EE | $10,035 | $3,665+173.8% | $4,324+132.1% | $2,597+286.5% |
| Participant deferral / active EE | $10,184 | $5,158+97.5% | $6,096+67.1% | $4,028+152.9% |
| Admin fee / account holder | $2,644 | $6,871-61.5% | $7,197-63.3% | $5,404-51.1% |