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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,925 | $160,059-78.8% | $140,019-75.8% | $135,380-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.54% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,888 | $6,420-55.0% | $5,605-48.5% | $4,779-39.6% |
| Participant deferral / active EE | $2,222 | $7,641-70.9% | $6,927-67.9% | $5,609-60.4% |
| Admin fee / account holder | $668 | $13,328-95.0% | $10,705-93.8% | $10,828-93.8% |