Filed December 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 | $19,789 | $90,607-78.2% | $79,467-75.1% | $135,380-85.4% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | -9.92% | 977.74%-987.7pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $1,166 | $3,068-62.0% | $2,800-58.3% | $4,779-75.6% |
| Participant deferral / active EE | $3,637 | $4,050-10.2% | $3,704-1.8% | $5,609-35.2% |
| Admin fee / account holder | $1,071 | $5,895-81.8% | $5,104-79.0% | $10,828-90.1% |