Filed June 9, 2025 (most recent of 2 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 | $120,851 | $43,423+178.3% | $78,676+53.6% | $55,167+119.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 1.34% | 11.53%-10.2pp | 62.19%-60.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $3,499 | $1,997+75.2% | $2,850+22.8% | $1,963+78.3% |
| Participant deferral / active EE | $1,629 | $2,509-35.1% | $3,517-53.7% | $3,054-46.7% |
| Admin fee / account holder | $1,319 | $416+217.0% | $4,510-70.7% | $504+161.8% |