Filed April 2, 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.)
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 | $25,989 | $82,028-68.3% | $123,105-78.9% | $59,633-56.4% |
| Participation rate | 86.5% | 83.2%+3.3pp | 86.8%-0.3pp | 68.7%+17.8pp |
| Annual return | -1.62% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,486 | $4,667-46.7% | $6,229-60.1% | $3,192-22.1% |
| Admin fee / account holder | $841 | $5,879-85.7% | $9,014-90.7% | $4,297-80.4% |