Filed July 29, 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 | $79,979 | $59,107+35.3% | $86,439-7.5% | $68,495+16.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -23.04% | -0.23%-22.8pp | 4395.55%-4418.6pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,591 | $2,519+2.8% | $3,769-31.3% | $2,596-0.2% |
| Participant deferral / active EE | $8,666 | $5,901+46.9% | $6,952+24.7% | $4,028+115.2% |
| Admin fee / account holder | $8,773 | $5,637+55.6% | $6,732+30.3% | $5,403+62.4% |