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 | $317,531 | $109,872+189.0% | $98,483+222.4% | $167,536+89.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.83% | 1959.31%-1953.5pp | 1494.38%-1488.6pp | 478.82%-473.0pp |
| Employer contribution / active EE | $11,320 | $3,225+251.0% | $2,961+282.3% | $4,839+133.9% |
| Participant deferral / active EE | $12,819 | $4,673+174.3% | $4,276+199.8% | $6,342+102.1% |
| Admin fee / account holder | $5,008 | $6,757-25.9% | $5,953-15.9% | $12,315-59.3% |