Filed June 5, 2025 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,497 | $64,307-5.9% | $57,349+5.5% | $125,388-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.53% | 25.14%-23.6pp | 24.40%-22.9pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $659 | $3,847-82.9% | $3,162-79.2% | $5,352-87.7% |
| Admin fee / account holder | $2,563 | $5,242-51.1% | $3,356-23.6% | $9,541-73.1% |