Filed December 26, 2024 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,519 | $138,076-43.9% | $123,553-37.3% | $135,380-42.7% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,017 | $6,800-40.9% | $6,426-37.5% | $5,609-28.4% |
| Admin fee / account holder | $16,160 | $10,917+48.0% | $9,284+74.1% | $10,828+49.2% |