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 | $75,935 | $92,766-18.1% | $82,763-8.3% | $134,545-43.6% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -24.70% | 946.97%-971.7pp | 702.45%-727.1pp | 418.37%-443.1pp |
| Employer contribution / active EE | $9,634 | $3,273+194.3% | $3,008+220.2% | $4,742+103.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,594 | $5,978-23.1% | $5,325-13.7% | $11,431-59.8% |