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 | $134,247 | $45,087+197.8% | $69,483+93.2% | $72,976+84.0% |
| Participation rate | 84.2% | 68.5%+15.7pp | 74.6%+9.6pp | 69.5%+14.7pp |
| Annual return | 4.54% | 22.67%-18.1pp | 28.99%-24.4pp | 81.02%-76.5pp |
| Employer contribution / active EE | $3,889 | $2,055+89.2% | $2,780+39.9% | $2,440+59.4% |
| Participant deferral / active EE | $5,270 | $2,603+102.5% | $3,537+49.0% | $3,608+46.1% |
| Admin fee / account holder | $10,477 | $3,057+242.7% | $3,841+172.8% | $5,124+104.5% |