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 | $24,464 | $100,041-75.5% | $149,718-83.7% | $70,131-65.1% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 15.86% | 27.43%-11.6pp | 1501.67%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,350 | $3,662-63.1% | $5,445-75.2% | $2,342-42.3% |
| Participant deferral / active EE | $1,047 | $4,983-79.0% | $6,569-84.1% | $3,332-68.6% |
| Admin fee / account holder | $469 | $8,286-94.3% | $11,283-95.8% | $4,645-89.9% |