Filed August 15, 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 | $23,094 | $82,028-71.8% | $123,105-81.2% | $59,633-61.3% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.5pp | 68.7%+26.6pp |
| Annual return | 1.52% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,411 | $3,297-57.2% | $5,151-72.6% | $2,203-35.9% |
| Participant deferral / active EE | $2,175 | $4,667-53.4% | $6,229-65.1% | $3,192-31.8% |
| Admin fee / account holder | $2,645 | $5,879-55.0% | $9,014-70.7% | $4,297-38.4% |