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 | $145,431-72.4% | $211,142-81.0% | $87,485-54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 9.84% | 27.21%-17.4pp | 46.84%-37.0pp | 26.06%-16.2pp |
| Employer contribution / active EE | $3,568 | $4,662-23.5% | $6,442-44.6% | $2,596+37.4% |
| Participant deferral / active EE | $2,023 | $6,859-70.5% | $9,284-78.2% | $4,274-52.7% |
| Admin fee / account holder | $1,644 | $17,052-90.4% | $19,076-91.4% | $7,775-78.9% |