Filed July 18, 2025 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,207 | $146,267-72.5% | $197,124-79.6% | $82,448-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 9.84% | 29.61%-19.8pp | 44.34%-34.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $3,568 | $4,723-24.5% | $6,227-42.7% | $2,551+39.9% |
| Participant deferral / active EE | $2,023 | $7,035-71.2% | $9,135-77.9% | $4,139-51.1% |
| Admin fee / account holder | $1,644 | $14,422-88.6% | $16,298-89.9% | $7,234-77.3% |