Filed December 8, 2025 (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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,280 | $90,486-90.8% | $78,676-89.5% | $273,972-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.53% | 75.62%-72.1pp | 62.19%-58.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,405 | $3,901-64.0% | $3,517-60.1% | $5,287-73.4% |
| Admin fee / account holder | $1,662 | $5,263-68.4% | $4,510-63.1% | $10,133-83.6% |