Filed October 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,344 | $197,625-67.9% | $177,840-64.4% | $158,966-60.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.73% | 58.76%-53.0pp | 48.32%-42.6pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,450 | $6,698-48.5% | $5,919-41.7% | $4,762-27.6% |
| Participant deferral / active EE | $1,674 | $8,405-80.1% | $7,714-78.3% | $5,983-72.0% |
| Admin fee / account holder | $900 | $15,405-94.2% | $12,431-92.8% | $11,250-92.0% |