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 | $37,820 | $123,793-69.4% | $177,848-78.7% | $79,856-52.6% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 17.45% | 22.82%-5.4pp | 48.33%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,588 | $4,095-36.8% | $5,919-56.3% | $2,471+4.7% |
| Participant deferral / active EE | $1,919 | $5,956-67.8% | $7,714-75.1% | $3,741-48.7% |
| Admin fee / account holder | $1,760 | $7,243-75.7% | $12,431-85.8% | $5,306-66.8% |