Filed March 3, 2025
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,301 | $50,666-20.5% | $76,667-47.4% | $65,186-38.2% |
| Participation rate | 96.3% | 68.8%+27.5pp | 72.1%+24.2pp | 70.2%+26.1pp |
| Annual return | 3.56% | 28.51%-24.9pp | 1166.74%-1163.2pp | 29.39%-25.8pp |
| Employer contribution / active EE | $1,884 | $1,575+19.6% | $2,303-18.2% | $2,177-13.4% |
| Participant deferral / active EE | $3,724 | $2,647+40.7% | $3,336+11.6% | $3,514+6.0% |
| Admin fee / account holder | $362 | $463-21.7% | $6,423-94.4% | $847-57.2% |