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 | $51,184+253.1% | $66,439+172.0% | $86,983+107.8% |
| Participation rate | 82.5% | 68.5%+14.0pp | 74.5%+8.0pp | 69.5%+12.9pp |
| Annual return | 10.36% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $4,583 | $2,023+126.6% | $2,637+73.8% | $2,584+77.3% |
| Participant deferral / active EE | $5,252 | $2,927+79.4% | $3,876+35.5% | $4,194+25.2% |
| Admin fee / account holder | $25,636 | $4,154+517.1% | $6,173+315.3% | $7,856+226.3% |