Filed May 4, 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 | $100,075 | $52,353+91.2% | $120,225-16.8% | $82,448+21.4% |
| Participation rate | 97.2% | 58.3%+38.9pp | 69.6%+27.6pp | 68.1%+29.1pp |
| Annual return | 12.72% | 61.85%-49.1pp | 439.23%-426.5pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,173 | $1,510+242.6% | $3,475+48.9% | $2,551+102.8% |
| Participant deferral / active EE | $5,610 | $2,627+113.6% | $3,999+40.3% | $4,139+35.5% |
| Admin fee / account holder | $11,398 | $4,363+161.3% | $5,696+100.1% | $7,234+57.6% |