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 | $146,267+11.3% | $197,124-17.4% | $82,448+97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.63% | 29.61%-18.0pp | 44.34%-32.7pp | 41.64%-30.0pp |
| Employer contribution / active EE | $8,259 | $4,723+74.9% | $6,227+32.6% | $2,551+223.8% |
| Participant deferral / active EE | $5,730 | $7,035-18.5% | $9,135-37.3% | $4,139+38.4% |
| Admin fee / account holder | $15,211 | $14,422+5.5% | $16,298-6.7% | $7,234+110.3% |