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 | $49,146 | $87,834-44.0% | $133,975-63.3% | $62,881-21.8% |
| Participation rate | 76.7% | 83.4%-6.7pp | 87.1%-10.4pp | 69.3%+7.4pp |
| Annual return | 5.43% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,937 | $3,482-44.4% | $5,211-62.8% | $2,281-15.1% |
| Participant deferral / active EE | $2,677 | $4,812-44.4% | $6,282-57.4% | $3,203-16.4% |
| Admin fee / account holder | $5,852 | $5,372+8.9% | $9,324-37.2% | $4,296+36.2% |