Filed January 6, 2026 (most recent of 4 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 | $79,075 | $138,393-42.9% | $184,256-57.1% | $80,959-2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 10.40% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,960 | $4,847-38.9% | $6,427-53.9% | $2,757+7.4% |
| Participant deferral / active EE | $7,496 | $7,076+5.9% | $9,133-17.9% | $4,300+74.3% |
| Admin fee / account holder | $12,857 | $10,489+22.6% | $13,899-7.5% | $6,925+85.6% |