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 | $91,317 | $73,988+23.4% | $96,538-5.4% | $75,177+21.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.76% | 26.73%-23.0pp | 35.74%-32.0pp | 160.75%-157.0pp |
| Employer contribution / active EE | $2,938 | $2,930+0.3% | $3,740-21.4% | $2,671+10.0% |
| Participant deferral / active EE | $7,770 | $3,660+112.3% | $4,880+59.2% | $4,126+88.3% |
| Admin fee / account holder | $10,864 | $5,220+108.1% | $6,737+61.2% | $5,651+92.2% |