Filed July 9, 2026 (most recent of 3 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 | $201,259-83.9% | $184,200-82.5% | $145,959-77.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1.67% | 28.98%-27.3pp | 28.80%-27.1pp | 561.95%-560.3pp |
| Employer contribution / active EE | $6,064 | $7,018-13.6% | $6,424-5.6% | $4,661+30.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,375 | $16,372-61.1% | $13,907-54.2% | $13,398-52.4% |