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 | $142,972-71.9% | $214,702-81.3% | $86,983-53.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 9.84% | 18.49%-8.6pp | 54.55%-44.7pp | 25.83%-16.0pp |
| Employer contribution / active EE | $3,568 | $4,635-23.0% | $6,461-44.8% | $2,584+38.1% |
| Participant deferral / active EE | $2,023 | $6,568-69.2% | $9,147-77.9% | $4,194-51.8% |
| Admin fee / account holder | $1,644 | $17,617-90.7% | $19,830-91.7% | $7,856-79.1% |