Filed November 21, 2024 (most recent of 4 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 | $226,776 | $60,139+277.1% | $90,461+150.7% | $79,856+184.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.33% | 71.96%-64.6pp | 1294.76%-1287.4pp | 31.71%-24.4pp |
| Employer contribution / active EE | $5,079 | $2,069+145.5% | $3,264+55.6% | $2,471+105.5% |
| Participant deferral / active EE | $9,237 | $2,939+214.3% | $3,964+133.0% | $3,741+146.9% |
| Admin fee / account holder | $16,708 | $3,978+320.0% | $5,617+197.5% | $5,306+214.9% |