Filed March 14, 2025 (most recent of 2 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 | $56,101 | $52,450+7.0% | $129,397-56.6% | $74,429-24.6% |
| Participation rate | 79.5% | 53.8%+25.6pp | 69.6%+9.8pp | 67.2%+12.2pp |
| Annual return | 7.15% | 15.65%-8.5pp | 9453.98%-9446.8pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $2,468 | $1,532+61.1% | $4,154-40.6% | $2,625-6.0% |
| Participant deferral / active EE | $3,400 | $2,797+21.6% | $4,167-18.4% | $4,348-21.8% |
| Admin fee / account holder | $8,931 | $2,636+238.8% | $7,679+16.3% | $1,944+359.3% |