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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,752 | $185,856-68.9% | $170,028-66.0% | $139,456-58.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.86% | 60.52%-52.7pp | 53.39%-45.5pp | 373.45%-365.6pp |
| Employer contribution / active EE | $3,912 | $7,593-48.5% | $6,788-42.4% | $4,753-17.7% |
| Participant deferral / active EE | $2,810 | $11,623-75.8% | $10,409-73.0% | $6,711-58.1% |
| Admin fee / account holder | $2,441 | $15,387-84.1% | $12,820-81.0% | $11,407-78.6% |