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 | $70,968 | $125,797-43.6% | $170,043-58.3% | $75,173-5.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.46% | 27.20%-15.7pp | 53.40%-41.9pp | 160.72%-149.3pp |
| Employer contribution / active EE | $3,507 | $4,616-24.0% | $6,790-48.3% | $2,671+31.3% |
| Participant deferral / active EE | $3,113 | $6,838-54.5% | $10,410-70.1% | $4,126-24.5% |
| Admin fee / account holder | $9,780 | $8,177+19.6% | $12,824-23.7% | $5,651+73.1% |