Filed May 7, 2025
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,231 | $123,793-40.0% | $177,848-58.3% | $79,856-7.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.85% | 22.82%-14.0pp | 48.33%-39.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,643 | $4,095-35.5% | $5,919-55.3% | $2,471+7.0% |
| Participant deferral / active EE | $2,070 | $5,956-65.2% | $7,714-73.2% | $3,741-44.7% |
| Admin fee / account holder | $5,019 | $7,243-30.7% | $12,431-59.6% | $5,306-5.4% |