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 | $62,253 | $109,359-43.1% | $162,185-61.6% | $72,976-14.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 25.46%-13.4pp | 115.61%-103.6pp | 81.02%-69.0pp |
| Employer contribution / active EE | $2,442 | $3,907-37.5% | $5,613-56.5% | $2,440+0.1% |
| Participant deferral / active EE | $3,483 | $5,481-36.5% | $7,297-52.3% | $3,608-3.5% |
| Admin fee / account holder | $11,940 | $7,972+49.8% | $10,844+10.1% | $5,124+133.0% |