Filed January 30, 2025 (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 | $22,013 | $103,000-78.6% | $90,300-75.6% | $152,885-85.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | -1.55% | 95.19%-96.7pp | 78.11%-79.7pp | 345.39%-346.9pp |
| Employer contribution / active EE | $844 | $3,138-73.1% | $2,854-70.4% | $4,763-82.3% |
| Participant deferral / active EE | $3,409 | $4,281-20.4% | $3,884-12.2% | $5,851-41.7% |
| Admin fee / account holder | $2,923 | $6,173-52.7% | $5,353-45.4% | $11,598-74.8% |