Filed August 6, 2026 (most recent of 8 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 | $78,583 | $87,841-10.5% | $133,980-41.3% | $62,891+25.0% |
| Participation rate | 98.3% | 83.4%+14.9pp | 87.1%+11.2pp | 69.3%+29.0pp |
| Annual return | 5.13% | 12.05%-6.9pp | 29.30%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,600 | $3,483-25.3% | $5,211-50.1% | $2,281+14.0% |
| Participant deferral / active EE | $4,596 | $4,812-4.5% | $6,282-26.8% | $3,203+43.5% |
| Admin fee / account holder | $8,479 | $5,371+57.9% | $9,324-9.1% | $4,296+97.4% |