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 | $34,185 | $125,797-72.8% | $170,057-79.9% | $75,177-54.5% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.0%-17.0pp | 67.2%+2.8pp |
| Annual return | 43.90% | 27.20%+16.7pp | 53.42%-9.5pp | 160.75%-116.8pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,871 | $6,838-72.6% | $10,411-82.0% | $4,126-54.7% |
| Admin fee / account holder | $19,829 | $8,177+142.5% | $12,826+54.6% | $5,651+250.9% |