Filed March 17, 2025
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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,504 | $45,872-9.5% | $77,100-46.2% | $68,490-39.4% |
| Participation rate | 81.3% | 55.9%+25.3pp | 67.9%+13.3pp | 67.9%+13.4pp |
| Annual return | -20.73% | 1.73%-22.5pp | 42.35%-63.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $2,525 | $1,650+53.0% | $2,815-10.3% | $2,597-2.8% |
| Participant deferral / active EE | $4,706 | $2,963+58.8% | $4,430+6.2% | $4,028+16.8% |
| Admin fee / account holder | $786 | $3,041-74.2% | $5,443-85.6% | $5,403-85.5% |