Filed March 12, 2025 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,346 | $146,267-54.0% | $197,124-65.8% | $82,448-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.06% | 29.61%-19.6pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $4,627 | $4,723-2.0% | $6,227-25.7% | $2,551+81.4% |
| Participant deferral / active EE | $2,950 | $7,035-58.1% | $9,135-67.7% | $4,139-28.7% |
| Admin fee / account holder | $11,673 | $14,422-19.1% | $16,298-28.4% | $7,234+61.4% |