Filed May 11, 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 | $50,727 | $100,060-49.3% | $149,721-66.1% | $70,126-27.7% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 11.89% | 27.46%-15.6pp | 1501.67%-1489.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,106 | $3,661-69.8% | $5,444-79.7% | $2,343-52.8% |
| Participant deferral / active EE | $2,804 | $4,982-43.7% | $6,568-57.3% | $3,332-15.8% |
| Admin fee / account holder | $12,634 | $8,285+52.5% | $11,282+12.0% | $4,645+172.0% |