Filed January 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 | $66,453 | $87,834-24.3% | $133,975-50.4% | $62,881+5.7% |
| Participation rate | 97.4% | 83.4%+14.0pp | 87.1%+10.3pp | 69.3%+28.1pp |
| Annual return | 5.15% | 12.05%-6.9pp | 29.29%-24.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,549 | $3,482-55.5% | $5,211-70.3% | $2,281-32.1% |
| Participant deferral / active EE | $4,505 | $4,812-6.4% | $6,282-28.3% | $3,203+40.7% |
| Admin fee / account holder | $10,909 | $5,372+103.0% | $9,324+17.0% | $4,296+153.9% |