Filed September 25, 2025 (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 | $135,332 | $146,267-7.5% | $197,124-31.3% | $82,448+64.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 86.7%-15.3pp | 68.1%+3.4pp |
| Annual return | 12.84% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,402 | $4,723-49.1% | $6,227-61.4% | $2,551-5.8% |
| Participant deferral / active EE | $3,250 | $7,035-53.8% | $9,135-64.4% | $4,139-21.5% |
| Admin fee / account holder | $22,512 | $14,422+56.1% | $16,298+38.1% | $7,234+211.2% |