Filed November 11, 2025 (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 | $35,205 | $81,358-56.7% | $155,556-77.4% | $80,959-56.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.33% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,515 | $3,455+117.5% | $5,631+33.5% | $4,300+74.8% |
| Admin fee / account holder | $2,197 | $7,994-72.5% | $15,885-86.2% | $6,925-68.3% |