Filed March 24, 2025 (most recent of 2 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,357 | $138,393-71.6% | $184,256-78.6% | $80,959-51.4% |
| Participation rate | 71.4% | 83.9%-12.5pp | 86.8%-15.4pp | 67.7%+3.8pp |
| Annual return | 18.66% | 20.01%-1.4pp | 28.85%-10.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,864 | $7,076-59.5% | $9,133-68.6% | $4,300-33.4% |
| Admin fee / account holder | $8,446 | $10,489-19.5% | $13,899-39.2% | $6,925+22.0% |