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 | $88,778+231.9% | $81,844+260.0% | $145,884+102.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.74% | 1033.03%-1024.3pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $13,122 | $3,087+325.1% | $2,916+349.9% | $4,662+181.5% |
| Participant deferral / active EE | $17,907 | $4,648+285.2% | $4,323+314.2% | $6,690+167.7% |
| Admin fee / account holder | $42,917 | $8,430+409.1% | $7,355+483.5% | $13,392+220.5% |