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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,420 | $125,797-40.0% | $170,057-55.7% | $75,177+0.3% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 13.28% | 27.20%-13.9pp | 53.42%-40.1pp | 160.75%-147.5pp |
| Employer contribution / active EE | $2,687 | $4,616-41.8% | $6,790-60.4% | $2,671+0.6% |
| Participant deferral / active EE | $7,510 | $6,838+9.8% | $10,411-27.9% | $4,126+82.0% |
| Admin fee / account holder | $5,626 | $8,177-31.2% | $12,826-56.1% | $5,651-0.5% |