Filed June 17, 2025 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $754,310 | $81,504+825.5% | $102,437+636.4% | $80,959+831.7% |
| Participation rate | 86.0% | 66.9%+19.1pp | 74.5%+11.5pp | 67.7%+18.3pp |
| Annual return | 0.60% | 25.60%-25.0pp | 24.95%-24.4pp | 35.67%-35.1pp |
| Employer contribution / active EE | $36,279 | $3,104+1068.9% | $3,871+837.3% | $2,757+1215.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,393 | $6,719+277.9% | $8,388+202.7% | $6,925+266.7% |