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 | $40,984 | $138,366-70.4% | $184,185-77.7% | $80,911-49.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 7.10% | 20.02%-12.9pp | 28.81%-21.7pp | 35.63%-28.5pp |
| Employer contribution / active EE | $3,607 | $4,849-25.6% | $6,426-43.9% | $2,756+30.9% |
| Participant deferral / active EE | $2,538 | $7,074-64.1% | $9,132-72.2% | $4,297-40.9% |
| Admin fee / account holder | $22,045 | $10,484+110.3% | $13,909+58.5% | $6,935+217.9% |