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 | $84,133 | $123,793-32.0% | $177,840-52.7% | $79,852+5.4% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 9.52% | 22.82%-13.3pp | 48.32%-38.8pp | 31.72%-22.2pp |
| Employer contribution / active EE | $2,693 | $4,095-34.2% | $5,919-54.5% | $2,471+9.0% |
| Participant deferral / active EE | $4,333 | $5,956-27.3% | $7,714-43.8% | $3,740+15.8% |
| Admin fee / account holder | $4,946 | $7,243-31.7% | $12,431-60.2% | $5,306-6.8% |