Filed June 10, 2026 (most recent of 2 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 | $134,071 | $110,083+21.8% | $151,627-11.6% | $68,498+95.7% |
| Participation rate | 82.7% | 84.0%-1.2pp | 87.5%-4.8pp | 67.9%+14.8pp |
| Annual return | -18.51% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,110 | $4,470+14.3% | $6,166-17.1% | $2,596+96.8% |
| Participant deferral / active EE | $4,747 | $6,526-27.3% | $8,363-43.2% | $4,027+17.9% |
| Admin fee / account holder | $1,221 | $7,718-84.2% | $11,612-89.5% | $5,403-77.4% |