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 | $47,909 | $125,797-61.9% | $170,057-71.8% | $75,177-36.3% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 11.31% | 27.20%-15.9pp | 53.42%-42.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $2,338 | $4,616-49.4% | $6,790-65.6% | $2,671-12.5% |
| Participant deferral / active EE | $3,118 | $6,838-54.4% | $10,411-70.1% | $4,126-24.4% |
| Admin fee / account holder | $21,092 | $8,177+158.0% | $12,826+64.4% | $5,651+273.2% |