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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,747 | $94,529-73.8% | $140,019-82.3% | $64,173-61.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.74% | 7.77%-9.5pp | 651.17%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,971 | $3,812-48.3% | $5,605-64.8% | $2,381-17.2% |
| Participant deferral / active EE | $3,283 | $5,250-37.5% | $6,927-52.6% | $3,470-5.4% |
| Admin fee / account holder | $1,975 | $6,741-70.7% | $10,705-81.6% | $4,887-59.6% |