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 | $143,969-72.1% | $199,883-79.9% | $82,637-51.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 9.84% | 25.67%-15.8pp | 43.81%-34.0pp | 53.51%-43.7pp |
| Employer contribution / active EE | $3,568 | $4,632-23.0% | $6,261-43.0% | $2,552+39.8% |
| Participant deferral / active EE | $2,023 | $6,937-70.8% | $9,138-77.9% | $4,126-51.0% |
| Admin fee / account holder | $1,644 | $14,597-88.7% | $17,268-90.5% | $7,339-77.6% |