Filed March 12, 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 | $110,456 | $123,793-10.8% | $177,848-37.9% | $79,856+38.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.97% | 22.82%-13.8pp | 48.33%-39.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $4,209 | $4,095+2.8% | $5,919-28.9% | $2,471+70.3% |
| Participant deferral / active EE | $4,464 | $5,956-25.1% | $7,714-42.1% | $3,741+19.3% |
| Admin fee / account holder | $2,336 | $7,243-67.7% | $12,431-81.2% | $5,306-56.0% |