Filed May 9, 2025 (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 | $180,720 | $47,479+280.6% | $62,929+187.2% | $82,448+119.2% |
| Participation rate | 82.5% | 66.9%+15.6pp | 73.1%+9.3pp | 68.1%+14.4pp |
| Annual return | 10.36% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,583 | $1,885+143.1% | $2,505+83.0% | $2,551+79.7% |
| Participant deferral / active EE | $5,252 | $2,870+83.0% | $3,888+35.1% | $4,139+26.9% |
| Admin fee / account holder | $25,636 | $3,804+574.0% | $5,065+406.2% | $7,234+254.4% |