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 | $144,160 | $49,255+192.7% | $70,494+104.5% | $79,856+80.5% |
| Participation rate | 82.0% | 69.2%+12.8pp | 75.1%+6.9pp | 69.6%+12.3pp |
| Annual return | 4.29% | 30.10%-25.8pp | 109.16%-104.9pp | 31.71%-27.4pp |
| Employer contribution / active EE | $3,724 | $2,100+77.3% | $2,738+36.0% | $2,471+50.7% |
| Participant deferral / active EE | $5,177 | $2,768+87.0% | $3,711+39.5% | $3,741+38.4% |
| Admin fee / account holder | $1,557 | $2,879-45.9% | $3,848-59.5% | $5,306-70.7% |