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 | $53,825 | $100,060-46.2% | $149,721-64.0% | $70,126-23.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 11.90% | 27.46%-15.6pp | 1501.67%-1489.8pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,151 | $3,661-41.3% | $5,444-60.5% | $2,343-8.2% |
| Participant deferral / active EE | $2,925 | $4,982-41.3% | $6,568-55.5% | $3,332-12.2% |
| Admin fee / account holder | $2,623 | $8,285-68.3% | $11,282-76.8% | $4,645-43.5% |