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 | $51,642+42.4% | $129,384-43.2% | $80,935-9.1% |
| Participation rate | 89.8% | 56.9%+32.9pp | 69.6%+20.2pp | 67.7%+22.2pp |
| Annual return | 9.70% | 20.78%-11.1pp | 9461.77%-9452.1pp | 35.66%-26.0pp |
| Employer contribution / active EE | $3,480 | $1,583+119.8% | $4,153-16.2% | $2,757+26.2% |
| Participant deferral / active EE | $4,047 | $2,670+51.6% | $4,166-2.8% | $4,299-5.9% |
| Admin fee / account holder | $7,714 | $4,312+78.9% | $7,686+0.4% | $6,924+11.4% |