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 | $175,487 | $46,534+277.1% | $64,097+173.8% | $75,177+133.4% |
| Participation rate | 88.9% | 65.9%+22.9pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 10.50% | 26.07%-15.6pp | 33.75%-23.2pp | 160.75%-150.2pp |
| Employer contribution / active EE | $4,626 | $1,976+134.1% | $2,750+68.2% | $2,671+73.2% |
| Participant deferral / active EE | $6,239 | $2,835+120.1% | $3,881+60.7% | $4,126+51.2% |
| Admin fee / account holder | $4,679 | $2,957+58.3% | $3,070+52.4% | $5,651-17.2% |