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 | $30,253 | $100,041-69.8% | $149,718-79.8% | $70,131-56.9% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 16.13% | 27.43%-11.3pp | 1501.67%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,973 | $3,662-46.1% | $5,445-63.8% | $2,342-15.8% |
| Participant deferral / active EE | $3,051 | $4,983-38.8% | $6,569-53.5% | $3,332-8.4% |
| Admin fee / account holder | $857 | $8,286-89.7% | $11,283-92.4% | $4,645-81.5% |