Filed March 25, 2025 (most recent of 2 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,268 | $100,060-54.8% | $149,721-69.8% | $70,126-35.4% |
| Participation rate | 89.5% | 83.6%+5.9pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 12.96% | 27.46%-14.5pp | 1501.67%-1488.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,268 | $3,661-65.4% | $5,444-76.7% | $2,343-45.9% |
| Participant deferral / active EE | $2,637 | $4,982-47.1% | $6,568-59.8% | $3,332-20.8% |
| Admin fee / account holder | $3,243 | $8,285-60.9% | $11,282-71.3% | $4,645-30.2% |