Filed June 5, 2025 (most recent of 2 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 | $73,281 | $123,793-40.8% | $177,840-58.8% | $79,852-8.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.75% | 22.82%-15.1pp | 48.32%-40.6pp | 31.72%-24.0pp |
| Employer contribution / active EE | $5,918 | $4,095+44.5% | $5,9190% | $2,471+139.5% |
| Participant deferral / active EE | $6,173 | $5,956+3.6% | $7,714-20.0% | $3,740+65.0% |
| Admin fee / account holder | $10,921 | $7,243+50.8% | $12,431-12.1% | $5,306+105.8% |