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 | $75,146 | $109,359-31.3% | $162,177-53.7% | $72,975+3.0% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 16.23% | 25.46%-9.2pp | 115.60%-99.4pp | 81.01%-64.8pp |
| Employer contribution / active EE | $2,402 | $3,907-38.5% | $5,613-57.2% | $2,440-1.6% |
| Participant deferral / active EE | $3,742 | $5,481-31.7% | $7,297-48.7% | $3,608+3.7% |
| Admin fee / account holder | $2,018 | $7,972-74.7% | $10,843-81.4% | $5,124-60.6% |