Filed March 25, 2025 (most recent of 2 filings on file)
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Employer 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 | $39,187 | $82,028-52.2% | $123,105-68.2% | $59,633-34.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 86.8%-3.4pp | 68.7%+14.7pp |
| Annual return | 0.07% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $852 | $3,297-74.2% | $5,151-83.5% | $2,203-61.3% |
| Participant deferral / active EE | $2,501 | $4,667-46.4% | $6,229-59.9% | $3,192-21.6% |
| Admin fee / account holder | $8,503 | $5,879+44.6% | $9,014-5.7% | $4,297+97.9% |