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 | $22,030 | $87,834-74.9% | $133,975-83.6% | $62,881-65.0% |
| Participation rate | 93.2% | 83.4%+9.8pp | 87.1%+6.1pp | 69.3%+23.9pp |
| Annual return | 7.74% | 12.05%-4.3pp | 29.29%-21.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,734 | $3,482-50.2% | $5,211-66.7% | $2,281-24.0% |
| Participant deferral / active EE | $2,582 | $4,812-46.3% | $6,282-58.9% | $3,203-19.4% |
| Admin fee / account holder | $926 | $5,372-82.8% | $9,324-90.1% | $4,296-78.4% |