Filed November 20, 2024 (most recent of 3 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 | $41,190 | $46,689-11.8% | $117,498-64.9% | $68,495-39.9% |
| Participation rate | 83.6% | 56.8%+26.8pp | 70.6%+13.0pp | 67.9%+15.7pp |
| Annual return | -22.11% | -14.52%-7.6pp | 29.75%-51.9pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,639 | $1,505+75.3% | $4,178-36.8% | $2,596+1.6% |
| Participant deferral / active EE | $5,161 | $2,637+95.7% | $4,071+26.8% | $4,028+28.1% |
| Admin fee / account holder | $9,477 | $4,021+135.7% | $5,646+67.9% | $5,403+75.4% |