Filed August 8, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,796 | $65,034+19.6% | $90,970-14.5% | $79,856-2.6% |
| Participation rate | 96.5% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.8pp |
| Annual return | 10.07% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,471 | $1,247+17.9% | $2,122-30.7% | $2,471-40.5% |
| Participant deferral / active EE | $5,936 | $2,512+136.3% | $3,373+76.0% | $3,741+58.7% |
| Admin fee / account holder | $852 | $4,536-81.2% | $5,961-85.7% | $5,306-83.9% |