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 | $25,431 | $91,179-72.1% | $178,499-85.8% | $79,852-68.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.06% | 24.19%-15.1pp | 151.10%-142.0pp | 31.72%-22.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,760 | $3,236+139.8% | $5,202+49.2% | $3,740+107.5% |
| Admin fee / account holder | $913 | $6,749-86.5% | $13,986-93.5% | $5,306-82.8% |