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 | $31,203 | $77,901-59.9% | $149,717-79.2% | $75,181-58.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.41% | 31.73%-19.3pp | 134.41%-122.0pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,633 | $3,411+211.7% | $5,682+87.1% | $4,126+157.7% |
| Admin fee / account holder | $543 | $5,949-90.9% | $13,213-95.9% | $5,650-90.4% |