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 | $106,524-35.0% | $152,301-54.6% | $87,485-20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 12.99% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,972 | $3,371-11.8% | $4,624-35.7% | $2,596+14.5% |
| Participant deferral / active EE | $6,320 | $6,525-3.1% | $8,004-21.0% | $4,274+47.9% |
| Admin fee / account holder | $3,505 | $8,287-57.7% | $14,398-75.7% | $7,775-54.9% |