Filed October 22, 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 | $81,898 | $110,083-25.6% | $151,645-46.0% | $68,490+19.6% |
| Participation rate | 80.3% | 84.0%-3.6pp | 87.5%-7.2pp | 67.9%+12.4pp |
| Annual return | -25.29% | -10.12%-15.2pp | 3.34%-28.6pp | -7.85%-17.4pp |
| Employer contribution / active EE | $2,398 | $4,470-46.3% | $6,165-61.1% | $2,597-7.6% |
| Participant deferral / active EE | $3,707 | $6,526-43.2% | $8,363-55.7% | $4,028-8.0% |
| Admin fee / account holder | $9,841 | $7,718+27.5% | $11,614-15.3% | $5,403+82.1% |