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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $769,409 | $73,955+940.4% | $96,520+697.2% | $75,181+923.4% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 38.10% | 26.72%+11.4pp | 35.72%+2.4pp | 160.69%-122.6pp |
| Employer contribution / active EE | $31,805 | $2,930+985.5% | $3,739+750.7% | $2,671+1091.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $27,542 | $5,217+427.9% | $6,733+309.1% | $5,650+387.5% |