Filed March 17, 2026 (most recent of 2 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 | $147,490 | $145,431+1.4% | $211,142-30.1% | $87,485+68.6% |
| Participation rate | 79.3% | 84.7%-5.4pp | 87.3%-8.0pp | 68.9%+10.4pp |
| Annual return | 8.97% | 27.21%-18.2pp | 46.84%-37.9pp | 26.06%-17.1pp |
| Employer contribution / active EE | $1,647 | $4,662-64.7% | $6,442-74.4% | $2,596-36.6% |
| Participant deferral / active EE | $5,238 | $6,859-23.6% | $9,284-43.6% | $4,274+22.6% |
| Admin fee / account holder | $16,106 | $17,052-5.5% | $19,076-15.6% | $7,775+107.2% |