Filed August 20, 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.)
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 | $33,394 | $100,060-66.6% | $149,721-77.7% | $70,126-52.4% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.1%+5.1pp | 69.5%+22.7pp |
| Annual return | 0.00% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,510 | $3,661-4.1% | $5,444-35.5% | $2,343+49.8% |
| Participant deferral / active EE | $4,203 | $4,982-15.6% | $6,568-36.0% | $3,332+26.1% |
| Admin fee / account holder | $804 | $8,285-90.3% | $11,282-92.9% | $4,645-82.7% |