Filed December 8, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,143 | $100,938-88.0% | $90,461-86.6% | $158,982-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.94% | 1727.20%-1714.3pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,780 | $4,350-13.1% | $3,964-4.7% | $5,983-36.8% |
| Admin fee / account holder | $582 | $6,510-91.1% | $5,617-89.6% | $11,252-94.8% |