Filed December 23, 2024 (most recent of 2 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 | $73,909 | $103,008-28.2% | $90,304-18.2% | $152,897-51.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 3.53% | 95.22%-91.7pp | 78.13%-74.6pp | 345.43%-341.9pp |
| Employer contribution / active EE | $5,473 | $3,139+74.3% | $2,855+91.7% | $4,764+14.9% |
| Participant deferral / active EE | $5,701 | $4,281+33.2% | $3,885+46.8% | $5,851-2.6% |
| Admin fee / account holder | $16,377 | $6,175+165.2% | $5,354+205.9% | $11,599+41.2% |