Filed January 27, 2026 (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 | $180,240 | $73,978+143.6% | $96,515+86.7% | $75,173+139.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.53% | 26.72%-20.2pp | 35.73%-29.2pp | 160.72%-154.2pp |
| Employer contribution / active EE | $3,081 | $2,931+5.1% | $3,740-17.6% | $2,671+15.3% |
| Participant deferral / active EE | $5,960 | $3,660+62.8% | $4,880+22.1% | $4,126+44.4% |
| Admin fee / account holder | $17,017 | $5,219+226.1% | $6,735+152.6% | $5,651+201.2% |