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 | $106,072 | $137,414-22.8% | $189,537-44.0% | $85,847+23.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.98% | 38.14%-28.2pp | 555.34%-545.4pp | 318.61%-308.6pp |
| Employer contribution / active EE | $4,701 | $4,344+8.2% | $6,161-23.7% | $2,565+83.3% |
| Participant deferral / active EE | $5,005 | $6,260-20.0% | $8,220-39.1% | $3,952+26.6% |
| Admin fee / account holder | $16,466 | $8,630+90.8% | $12,048+36.7% | $6,261+163.0% |