Filed April 21, 2025 (most recent of 3 filings on file)
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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 | $78,965 | $45,050+75.3% | $63,018+25.3% | $70,126+12.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.04% | 18.76%-8.7pp | 87.62%-77.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $4,462 | $2,052+117.5% | $2,761+61.6% | $2,343+90.5% |
| Participant deferral / active EE | $3,214 | $2,466+30.3% | $3,330-3.5% | $3,332-3.6% |
| Admin fee / account holder | $99,813 | $2,834+3422.1% | $3,601+2672.0% | $4,645+2048.6% |