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 | $96,628 | $105,200-8.1% | $159,474-39.4% | $85,847+12.6% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 9.82% | 45.08%-35.3pp | 263.68%-253.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $2,286 | $3,319-31.1% | $4,831-52.7% | $2,565-10.9% |
| Participant deferral / active EE | $4,663 | $5,946-21.6% | $7,353-36.6% | $3,952+18.0% |
| Admin fee / account holder | $1,425 | $6,934-79.4% | $10,802-86.8% | $6,261-77.2% |