Filed August 15, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,163 | $100,060-73.9% | $149,721-82.5% | $70,126-62.7% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.1%+11.7pp | 69.5%+29.2pp |
| Annual return | 15.59% | 27.46%-11.9pp | 1501.67%-1486.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $2,673 | $3,661-27.0% | $5,444-50.9% | $2,343+14.1% |
| Participant deferral / active EE | $2,828 | $4,982-43.2% | $6,568-56.9% | $3,332-15.1% |
| Admin fee / account holder | $2,852 | $8,285-65.6% | $11,282-74.7% | $4,645-38.6% |