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 | $63,846 | $72,404-11.8% | $110,243-42.1% | $64,173-0.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -7.86% | -6.29%-1.6pp | 314.76%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,762 | $2,282+64.9% | $3,827-1.7% | $2,381+58.0% |
| Participant deferral / active EE | $5,851 | $3,469+68.6% | $4,672+25.2% | $3,470+68.6% |
| Admin fee / account holder | $726 | $5,664-87.2% | $8,548-91.5% | $4,887-85.1% |