Filed December 26, 2024 (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 | $69,212 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.99% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,972 | $3,444-13.7% | $4,554-34.7% | $2,551+16.5% |
| Participant deferral / active EE | $6,320 | $6,519-3.1% | $7,897-20.0% | $4,139+52.7% |
| Admin fee / account holder | $3,505 | $8,390-58.2% | $13,129-73.3% | $7,234-51.6% |