Filed April 7, 2025 (most recent of 3 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 | $61,517 | $51,638+19.1% | $68,368-10.0% | $82,448-25.4% |
| Participation rate | 90.0% | 63.6%+26.4pp | 73.8%+16.2pp | 68.1%+21.9pp |
| Annual return | 13.14% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,033 | $2,047+48.2% | $2,649+14.5% | $2,551+18.9% |
| Participant deferral / active EE | $5,961 | $2,914+104.6% | $4,123+44.6% | $4,139+44.0% |
| Admin fee / account holder | $26,250 | $4,643+465.3% | $5,150+409.7% | $7,234+262.9% |