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 | $89,752 | $125,797-28.7% | $170,043-47.2% | $75,173+19.4% |
| Participation rate | 84.2% | 83.6%+0.6pp | 87.0%-2.8pp | 67.2%+17.0pp |
| Annual return | 11.79% | 27.20%-15.4pp | 53.40%-41.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $3,248 | $4,616-29.6% | $6,790-52.2% | $2,671+21.6% |
| Participant deferral / active EE | $5,006 | $6,838-26.8% | $10,410-51.9% | $4,126+21.3% |
| Admin fee / account holder | $5,888 | $8,177-28.0% | $12,824-54.1% | $5,651+4.2% |