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 | $129,099 | $50,637+155.0% | $86,582+49.1% | $62,293+107.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.46% | 20.80%-10.3pp | 965.08%-954.6pp | 28.90%-18.4pp |
| Employer contribution / active EE | $3,576 | $2,075+72.3% | $2,839+25.9% | $2,042+75.1% |
| Participant deferral / active EE | $1,659 | $2,611-36.5% | $3,609-54.0% | $3,169-47.7% |
| Admin fee / account holder | $2,893 | $413+600.1% | $4,904-41.0% | $479+503.6% |