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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,777 | $73,848-65.1% | $143,799-82.1% | $68,486-62.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.48% | 0.91%-12.4pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,687 | $3,385+186.2% | $5,638+71.8% | $4,028+140.5% |
| Admin fee / account holder | $2,383 | $5,755-58.6% | $14,677-83.8% | $5,404-55.9% |