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 | $48,186 | $153,769-68.7% | $133,975-64.0% | $273,972-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.03% | 36.51%-35.5pp | 29.29%-28.3pp | 41.46%-40.4pp |
| Employer contribution / active EE | $4,143 | $6,029-31.3% | $5,211-20.5% | $4,869-14.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,850 | $11,765-75.8% | $9,324-69.4% | $10,133-71.9% |