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 | $35,867 | $171,865-79.1% | $149,718-76.0% | $147,585-75.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.68% | 2113.29%-2112.6pp | 1501.67%-1501.0pp | 578.56%-577.9pp |
| Employer contribution / active EE | $4,057 | $6,275-35.3% | $5,445-25.5% | $4,876-16.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,845 | $13,799+51.1% | $11,283+84.7% | $10,885+91.5% |