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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,718 | $209,874-71.1% | $189,537-68.0% | $167,536-63.8% |
| Participation rate | 79.2% | 88.7%-9.5pp | 87.8%-8.6pp | 82.1%-2.9pp |
| Annual return | 14.46% | 748.61%-734.2pp | 555.34%-540.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $2,198 | $6,913-68.2% | $6,161-64.3% | $4,839-54.6% |
| Participant deferral / active EE | $2,791 | $8,934-68.8% | $8,220-66.0% | $6,342-56.0% |
| Admin fee / account holder | $1,603 | $14,299-88.8% | $12,048-86.7% | $12,315-87.0% |