Filed October 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,606 | $138,393-75.7% | $184,256-81.8% | $80,959-58.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.64% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,571 | $4,847-26.3% | $6,427-44.4% | $2,757+29.5% |
| Participant deferral / active EE | $3,130 | $7,076-55.8% | $9,133-65.7% | $4,300-27.2% |
| Admin fee / account holder | $7,766 | $10,489-26.0% | $13,899-44.1% | $6,925+12.1% |