Filed January 7, 2025 (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 | $72,699 | $94,529-23.1% | $140,019-48.1% | $64,173+13.3% |
| Participation rate | 84.9% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -8.67% | 7.77%-16.4pp | 651.15%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,031 | $3,812-46.7% | $5,605-63.8% | $2,381-14.7% |
| Participant deferral / active EE | $4,560 | $5,250-13.1% | $6,927-34.2% | $3,470+31.4% |
| Admin fee / account holder | $498 | $6,741-92.6% | $10,705-95.3% | $4,887-89.8% |