Filed May 7, 2026 (most recent of 3 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 | $70,673 | $84,685-16.5% | $73,836-4.3% | $125,389-43.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.58% | 3123.80%-3129.4pp | 2268.06%-2273.6pp | 282.24%-287.8pp |
| Employer contribution / active EE | $11,282 | $3,123+261.2% | $2,787+304.7% | $4,866+131.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,092 | $5,694-80.8% | $4,882-77.6% | $9,541-88.6% |