Filed April 6, 2026 (most recent of 5 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 | $162,764 | $143,969+13.1% | $199,883-18.6% | $82,637+97.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 11.63% | 25.67%-14.0pp | 43.81%-32.2pp | 53.51%-41.9pp |
| Employer contribution / active EE | $8,259 | $4,632+78.3% | $6,261+31.9% | $2,552+223.6% |
| Participant deferral / active EE | $5,730 | $6,937-17.4% | $9,138-37.3% | $4,126+38.9% |
| Admin fee / account holder | $15,211 | $14,597+4.2% | $17,268-11.9% | $7,339+107.3% |