Filed August 11, 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 | $97,070 | $58,292+66.5% | $86,640+12.0% | $71,511+35.7% |
| Participation rate | 82.4% | 65.0%+17.4pp | 71.7%+10.7pp | 67.9%+14.5pp |
| Annual return | 11.67% | 21.63%-10.0pp | 592.52%-580.9pp | 28.86%-17.2pp |
| Employer contribution / active EE | $4,286 | $2,574+66.5% | $3,024+41.7% | $2,589+65.5% |
| Participant deferral / active EE | $4,303 | $3,438+25.2% | $4,438-3.1% | $4,291+0.3% |
| Admin fee / account holder | $34,688 | $1,057+3180.6% | $5,616+517.7% | $1,588+2083.7% |