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 | $209,106 | $123,793+68.9% | $177,827+17.6% | $79,858+161.8% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 8.15% | 22.82%-14.7pp | 48.32%-40.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $6,608 | $4,095+61.3% | $5,918+11.6% | $2,471+167.4% |
| Participant deferral / active EE | $4,974 | $5,956-16.5% | $7,713-35.5% | $3,740+33.0% |
| Admin fee / account holder | $15,632 | $7,243+115.8% | $12,429+25.8% | $5,306+194.6% |