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 | $127,162 | $39,132+225.0% | $57,196+122.3% | $62,881+102.2% |
| Participation rate | 75.9% | 70.5%+5.4pp | 75.3%+0.6pp | 69.3%+6.6pp |
| Annual return | 0.14% | 9.24%-9.1pp | 14.59%-14.5pp | 20.14%-20.0pp |
| Employer contribution / active EE | $3,239 | $1,874+72.9% | $2,683+20.7% | $2,281+42.0% |
| Participant deferral / active EE | $5,232 | $2,374+120.4% | $3,096+69.0% | $3,203+63.4% |
| Admin fee / account holder | $7,884 | $2,594+203.9% | $3,141+151.0% | $4,296+83.5% |