Filed December 30, 2025 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,007 | $138,393-64.6% | $184,256-73.4% | $80,959-39.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.7%+25.2pp |
| Annual return | 12.21% | 20.01%-7.8pp | 28.85%-16.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,915 | $4,847-60.5% | $6,427-70.2% | $2,757-30.5% |
| Participant deferral / active EE | $2,846 | $7,076-59.8% | $9,133-68.8% | $4,300-33.8% |
| Admin fee / account holder | $7,288 | $10,489-30.5% | $13,899-47.6% | $6,925+5.2% |