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 | $81,446+826.1% | $103,374+629.7% | $80,874+832.7% |
| Participation rate | 86.0% | 66.9%+19.1pp | 74.5%+11.5pp | 67.6%+18.3pp |
| Annual return | 0.60% | 25.57%-25.0pp | 24.89%-24.3pp | 35.62%-35.0pp |
| Employer contribution / active EE | $36,279 | $3,107+1067.6% | $3,869+837.6% | $2,756+1216.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $25,393 | $6,715+278.2% | $8,394+202.5% | $6,935+266.1% |