Filed March 21, 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.)
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 | $24,627 | $153,769-84.0% | $133,975-81.6% | $273,972-91.0% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 6.77% | 36.51%-29.7pp | 29.29%-22.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,386 | $6,029-77.0% | $5,211-73.4% | $4,869-71.5% |
| Participant deferral / active EE | $1,166 | $6,958-83.2% | $6,282-81.4% | $5,287-78.0% |
| Admin fee / account holder | $3,353 | $11,765-71.5% | $9,324-64.0% | $10,133-66.9% |