Filed March 14, 2025 (most recent of 6 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 | $173,624 | $125,797+38.0% | $170,043+2.1% | $75,173+131.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -26.52% | 27.20%-53.7pp | 53.40%-79.9pp | 160.72%-187.2pp |
| Employer contribution / active EE | $11,238 | $4,616+143.4% | $6,790+65.5% | $2,671+320.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,517 | $8,177-20.3% | $12,824-49.2% | $5,651+15.3% |