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 | $50,554+257.5% | $67,681+167.0% | $87,485+106.6% |
| Participation rate | 82.5% | 67.7%+14.7pp | 73.7%+8.7pp | 68.9%+13.5pp |
| Annual return | 10.36% | 17.81%-7.4pp | 590.58%-580.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $4,583 | $1,988+130.5% | $2,678+71.1% | $2,596+76.5% |
| Participant deferral / active EE | $5,252 | $2,961+77.4% | $3,976+32.1% | $4,274+22.9% |
| Admin fee / account holder | $25,636 | $4,132+520.3% | $6,100+320.3% | $7,775+229.7% |