Filed April 30, 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 | $56,225 | $64,729-13.1% | $112,263-49.9% | $68,490-17.9% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | -19.65% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,906 | $2,746+42.2% | $3,636+7.4% | $2,597+50.4% |
| Participant deferral / active EE | $8,881 | $3,566+149.1% | $4,729+87.8% | $4,028+120.5% |
| Admin fee / account holder | $6,559 | $5,222+25.6% | $6,410+2.3% | $5,403+21.4% |