Filed January 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 | $86,430 | $138,393-37.5% | $184,256-53.1% | $80,959+6.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 9.00% | 20.01%-11.0pp | 28.85%-19.8pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,823 | $4,847-41.8% | $6,427-56.1% | $2,757+2.4% |
| Participant deferral / active EE | $4,166 | $7,076-41.1% | $9,133-54.4% | $4,300-3.1% |
| Admin fee / account holder | $5,307 | $10,489-49.4% | $13,899-61.8% | $6,925-23.4% |