Filed July 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,646 | $88,710+232.1% | $81,783+260.3% | $145,959+101.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.74% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $13,122 | $3,083+325.6% | $2,913+350.5% | $4,661+181.5% |
| Participant deferral / active EE | $17,907 | $4,645+285.5% | $4,320+314.5% | $6,689+167.7% |
| Admin fee / account holder | $42,917 | $8,407+410.5% | $7,380+481.5% | $13,398+220.3% |