Filed April 1, 2026 (most recent of 4 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 | $180,356 | $99,875+80.6% | $146,866+22.8% | $86,983+107.3% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.5%+19.5pp |
| Annual return | 11.60% | 28.10%-16.5pp | 102.85%-91.3pp | 25.83%-14.2pp |
| Employer contribution / active EE | $3,217 | $3,224-0.2% | $4,425-27.3% | $2,584+24.5% |
| Participant deferral / active EE | $9,976 | $6,322+57.8% | $7,759+28.6% | $4,194+137.9% |
| Admin fee / account holder | $5,479 | $7,838-30.1% | $13,620-59.8% | $7,856-30.3% |