Filed December 18, 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 | $73,547 | $51,606+42.5% | $129,339-43.1% | $80,911-9.1% |
| Participation rate | 89.8% | 57.0%+32.9pp | 69.6%+20.2pp | 67.6%+22.2pp |
| Annual return | 9.70% | 20.76%-11.1pp | 9437.05%-9427.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $3,480 | $1,582+119.9% | $4,154-16.2% | $2,756+26.3% |
| Participant deferral / active EE | $4,047 | $2,669+51.7% | $4,170-2.9% | $4,297-5.8% |
| Admin fee / account holder | $7,714 | $4,310+79.0% | $7,668+0.6% | $6,935+11.2% |