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 | $72,925 | $98,776-26.2% | $149,745-51.3% | $79,856-8.7% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 12.05% | 27.38%-15.3pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,901 | $3,217-40.9% | $4,646-59.1% | $2,471-23.1% |
| Participant deferral / active EE | $4,792 | $5,681-15.6% | $6,843-30.0% | $3,741+28.1% |
| Admin fee / account holder | $3,964 | $6,053-34.5% | $9,312-57.4% | $5,306-25.3% |