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 | $145,431-53.7% | $211,142-68.1% | $87,485-23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 10.06% | 27.21%-17.1pp | 46.84%-36.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $4,627 | $4,662-0.7% | $6,442-28.2% | $2,596+78.2% |
| Participant deferral / active EE | $2,950 | $6,859-57.0% | $9,284-68.2% | $4,274-31.0% |
| Admin fee / account holder | $11,673 | $17,052-31.5% | $19,076-38.8% | $7,775+50.1% |