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 | $35,070 | $57,305-38.8% | $86,640-59.5% | $75,173-53.3% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 13.11% | 2674.24%-2661.1pp | 592.52%-579.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $3,357 | $2,316+44.9% | $3,024+11.0% | $2,671+25.7% |
| Participant deferral / active EE | $7,456 | $3,320+124.6% | $4,438+68.0% | $4,126+80.7% |
| Admin fee / account holder | $6,656 | $4,116+61.7% | $5,616+18.5% | $5,651+17.8% |