Filed August 12, 2025 (most recent of 2 filings on file)
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Employer 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.)
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 | $29,315 | $168,635-82.6% | $147,617-80.1% | $125,389-76.6% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 0.54% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $666 | $6,252-89.3% | $5,564-88.0% | $4,866-86.3% |
| Participant deferral / active EE | $16,179 | $5,507+193.8% | $4,895+230.5% | $5,352+202.3% |
| Admin fee / account holder | $21,081 | $13,580+55.2% | $11,612+81.5% | $9,541+121.0% |