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 | $81,848 | $137,414-40.4% | $189,545-56.8% | $85,851-4.7% |
| Participation rate | 96.9% | 84.6%+12.3pp | 87.8%+9.1pp | 69.3%+27.6pp |
| Annual return | 7.81% | 38.14%-30.3pp | 555.36%-547.5pp | 318.63%-310.8pp |
| Employer contribution / active EE | $2,868 | $4,344-34.0% | $6,162-53.5% | $2,565+11.8% |
| Participant deferral / active EE | $3,992 | $6,260-36.2% | $8,220-51.4% | $3,952+1.0% |
| Admin fee / account holder | $9,497 | $8,630+10.0% | $12,049-21.2% | $6,261+51.7% |