Filed March 10, 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 | $32,305 | $201,344-84.0% | $184,243-82.5% | $145,877-77.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.67% | 29.01%-27.3pp | 28.82%-27.1pp | 551.28%-549.6pp |
| Employer contribution / active EE | $6,064 | $7,022-13.6% | $6,427-5.6% | $4,663+30.1% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,375 | $16,382-61.1% | $13,914-54.2% | $13,402-52.4% |