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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,538 | $65,364-5.9% | $92,909-33.8% | $72,975-15.7% |
| Participation rate | 96.2% | 68.3%+27.9pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $6,666 | $2,594+156.9% | $3,653+82.5% | $2,440+173.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,999 | $4,251-5.9% | $5,795-31.0% | $5,124-21.9% |