Filed May 28, 2025 (most recent of 2 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.)
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 | $16,100 | $82,028-80.4% | $123,105-86.9% | $59,633-73.0% |
| Participation rate | 95.6% | 83.2%+12.4pp | 86.8%+8.8pp | 68.7%+26.9pp |
| Annual return | -0.32% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,692 | $3,297-48.7% | $5,151-67.2% | $2,203-23.2% |
| Participant deferral / active EE | $2,371 | $4,667-49.2% | $6,229-61.9% | $3,192-25.7% |
| Admin fee / account holder | $1,571 | $5,879-73.3% | $9,014-82.6% | $4,297-63.4% |