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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,603 | $143,969-68.3% | $199,883-77.2% | $82,637-44.8% |
| Participation rate | 94.4% | 84.1%+10.2pp | 86.8%+7.6pp | 68.1%+26.3pp |
| Annual return | 14.57% | 25.67%-11.1pp | 43.81%-29.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,005 | $4,632-56.7% | $6,261-68.0% | $2,552-21.4% |
| Participant deferral / active EE | $2,799 | $6,937-59.7% | $9,138-69.4% | $4,126-32.2% |
| Admin fee / account holder | $13,220 | $14,597-9.4% | $17,268-23.4% | $7,339+80.1% |