Filed May 13, 2025 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,029 | $39,132+321.7% | $57,196+188.5% | $62,881+162.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.00% | 9.24%-8.2pp | 14.59%-13.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $6,767 | $1,874+261.1% | $2,683+152.2% | $2,281+196.7% |
| Participant deferral / active EE | $10,537 | $2,374+343.8% | $3,096+240.3% | $3,203+229.0% |
| Admin fee / account holder | $3,185 | $2,594+22.8% | $3,141+1.4% | $4,296-25.9% |