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 | $21,994 | $85,171-74.2% | $172,752-87.3% | $72,975-69.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.24% | 27.32%-14.1pp | 802.97%-789.7pp | 81.01%-67.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,056 | $3,260+177.8% | $5,198+74.2% | $3,608+151.0% |
| Admin fee / account holder | $1,397 | $5,880-76.2% | $13,955-90.0% | $5,124-72.7% |