Filed December 30, 2025 (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 | $63,753 | $100,041-36.3% | $149,718-57.4% | $70,131-9.1% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 8.16% | 27.43%-19.3pp | 1501.67%-1493.5pp | 73.14%-65.0pp |
| Employer contribution / active EE | $2,279 | $3,662-37.8% | $5,445-58.1% | $2,342-2.7% |
| Participant deferral / active EE | $3,275 | $4,983-34.3% | $6,569-50.1% | $3,332-1.7% |
| Admin fee / account holder | $1,833 | $8,286-77.9% | $11,283-83.8% | $4,645-60.5% |