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 | $81,262-56.7% | $155,602-77.4% | $80,911-56.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.33% | 33.34%-24.0pp | 64.81%-55.5pp | 35.63%-26.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,515 | $3,451+117.7% | $5,629+33.5% | $4,297+74.9% |
| Admin fee / account holder | $2,197 | $7,992-72.5% | $15,923-86.2% | $6,935-68.3% |