Filed June 19, 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 | $47,853 | $41,377+15.6% | $109,313-56.2% | $62,881-23.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 4.60% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,235 | $1,276-3.2% | $3,892-68.3% | $2,281-45.9% |
| Participant deferral / active EE | $4,563 | $2,045+123.1% | $3,166+44.1% | $3,203+42.5% |
| Admin fee / account holder | $1,173 | $2,884-59.3% | $5,666-79.3% | $4,296-72.7% |