Filed February 12, 2025 (most recent of 3 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 | $32,193 | $95,415-66.3% | $185,851-82.7% | $85,851-62.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.96% | 23.59%-13.6pp | 122.11%-112.1pp | 318.63%-308.7pp |
| Employer contribution / active EE | $2,144 | $3,314-35.3% | $5,168-58.5% | $2,565-16.4% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,165 | $7,215-56.1% | $16,245-80.5% | $6,261-49.4% |