Filed January 29, 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 | $89,822 | $65,434+37.3% | $98,483-8.8% | $85,847+4.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.70% | 21.75%-11.0pp | 1494.38%-1483.7pp | 318.61%-307.9pp |
| Employer contribution / active EE | $3,841 | $2,169+77.1% | $2,961+29.7% | $2,565+49.7% |
| Participant deferral / active EE | $7,206 | $3,168+127.5% | $4,276+68.5% | $3,952+82.3% |
| Admin fee / account holder | $2,250 | $4,595-51.0% | $5,953-62.2% | $6,261-64.1% |