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 | $29,657 | $87,834-66.2% | $133,975-77.9% | $62,881-52.8% |
| Participation rate | 73.1% | 83.4%-10.3pp | 87.1%-14.0pp | 69.3%+3.8pp |
| Annual return | 9.33% | 12.05%-2.7pp | 29.29%-20.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,043 | $3,482-41.3% | $5,211-60.8% | $2,281-10.4% |
| Participant deferral / active EE | $3,145 | $4,812-34.6% | $6,282-49.9% | $3,203-1.8% |
| Admin fee / account holder | $2,195 | $5,372-59.1% | $9,324-76.5% | $4,296-48.9% |