Filed February 5, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,011 | $146,267-59.0% | $197,124-69.6% | $82,448-27.2% |
| Participation rate | 73.9% | 84.0%-10.2pp | 86.7%-12.9pp | 68.1%+5.8pp |
| Annual return | 15.08% | 29.61%-14.5pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,079 | $4,723-77.1% | $6,227-82.7% | $2,551-57.7% |
| Participant deferral / active EE | $3,316 | $7,035-52.9% | $9,135-63.7% | $4,139-19.9% |
| Admin fee / account holder | $6,089 | $14,422-57.8% | $16,298-62.6% | $7,234-15.8% |