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 | $42,355 | $183,988-77.0% | $162,177-73.9% | $152,897-72.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.71% | 150.79%-132.1pp | 115.60%-96.9pp | 345.43%-326.7pp |
| Employer contribution / active EE | $2,866 | $6,370-55.0% | $5,613-48.9% | $4,764-39.8% |
| Participant deferral / active EE | $2,293 | $8,032-71.5% | $7,297-68.6% | $5,851-60.8% |
| Admin fee / account holder | $363 | $13,123-97.2% | $10,843-96.7% | $11,599-96.9% |