Filed April 25, 2025 (most recent of 4 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206 | $81,696-99.7% | $70,494-99.7% | $158,982-99.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.70%-208.7pp | 109.16%-109.2pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,604 | $3,220+11.9% | $2,738+31.6% | $4,763-24.3% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,545 | $6,200-42.8% | $3,848-7.9% | $11,252-68.5% |