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 | $35,867 | $171,867-79.1% | $149,721-76.0% | $147,586-75.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.68% | 2113.36%-2112.7pp | 1501.67%-1501.0pp | 578.59%-577.9pp |
| Employer contribution / active EE | $4,057 | $6,275-35.3% | $5,444-25.5% | $4,876-16.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,845 | $13,799+51.1% | $11,282+84.8% | $10,886+91.5% |