Filed May 6, 2025 (most recent of 8 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 | $25,018 | $82,028-69.5% | $123,105-79.7% | $59,633-58.0% |
| Participation rate | 87.8% | 83.2%+4.6pp | 86.8%+1.0pp | 68.7%+19.1pp |
| Annual return | 5.97% | 5.12%+0.9pp | 13.22%-7.2pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $2,138 | $3,297-35.1% | $5,151-58.5% | $2,203-2.9% |
| Participant deferral / active EE | $3,012 | $4,667-35.5% | $6,229-51.7% | $3,192-5.6% |
| Admin fee / account holder | $478 | $5,879-91.9% | $9,014-94.7% | $4,297-88.9% |