Filed December 20, 2024 (most recent of 4 filings on file)
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Participant 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 | $64,662 | $94,529-31.6% | $140,019-53.8% | $64,173+0.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.15% | 7.77%-13.9pp | 651.17%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,241 | $3,812-41.2% | $5,605-60.0% | $2,381-5.9% |
| Participant deferral / active EE | $1,883 | $5,250-64.1% | $6,927-72.8% | $3,470-45.7% |
| Admin fee / account holder | $770 | $6,741-88.6% | $10,705-92.8% | $4,887-84.2% |