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 | $145,431-68.6% | $211,142-78.4% | $87,485-47.9% |
| Participation rate | 94.4% | 84.7%+9.6pp | 87.3%+7.1pp | 68.9%+25.5pp |
| Annual return | 14.57% | 27.21%-12.6pp | 46.84%-32.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,005 | $4,662-57.0% | $6,442-68.9% | $2,596-22.8% |
| Participant deferral / active EE | $2,799 | $6,859-59.2% | $9,284-69.9% | $4,274-34.5% |
| Admin fee / account holder | $13,220 | $17,052-22.5% | $19,076-30.7% | $7,775+70.0% |