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 | $106,864+68.8% | $147,318+22.4% | $82,637+118.2% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.1%+7.0pp | 68.1%+21.0pp |
| Annual return | 11.60% | 27.49%-15.9pp | 70.43%-58.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $3,217 | $3,417-5.8% | $4,593-30.0% | $2,552+26.0% |
| Participant deferral / active EE | $9,976 | $6,496+53.6% | $7,906+26.2% | $4,126+141.8% |
| Admin fee / account holder | $5,479 | $8,415-34.9% | $13,708-60.0% | $7,339-25.3% |