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 | $69,229 | $138,385-50.0% | $184,243-62.4% | $80,925-14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.76% | 20.02%-10.3pp | 28.82%-19.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $4,390 | $4,851-9.5% | $6,427-31.7% | $2,756+59.3% |
| Participant deferral / active EE | $3,383 | $7,075-52.2% | $9,132-63.0% | $4,299-21.3% |
| Admin fee / account holder | $10,585 | $10,489+0.9% | $13,914-23.9% | $6,940+52.5% |