Filed December 12, 2025 (most recent of 3 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 | $21,423 | $59,111-63.8% | $86,460-75.2% | $68,494-68.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -30.91% | -0.22%-30.7pp | 4399.82%-4430.7pp | -7.86%-23.1pp |
| Employer contribution / active EE | $6,459 | $2,519+156.4% | $3,771+71.3% | $2,597+148.7% |
| Participant deferral / active EE | $12,308 | $5,900+108.6% | $6,954+77.0% | $4,028+205.6% |
| Admin fee / account holder | $1,509 | $5,640-73.3% | $6,727-77.6% | $5,403-72.1% |