Filed May 28, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,312 | $138,393-40.5% | $184,256-55.3% | $80,959+1.7% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.9pp | 67.7%+22.1pp |
| Annual return | 10.36% | 20.01%-9.7pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,522 | $4,847-48.0% | $6,427-60.8% | $2,757-8.5% |
| Participant deferral / active EE | $6,939 | $7,076-1.9% | $9,133-24.0% | $4,300+61.4% |
| Admin fee / account holder | $4,198 | $10,489-60.0% | $13,899-69.8% | $6,925-39.4% |