Filed February 22, 2024 (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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,715 | $67,602-19.1% | $82,312-33.5% | $70,126-22.0% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 14.07% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $763 | $1,755-56.5% | $2,428-68.6% | $2,343-67.4% |
| Participant deferral / active EE | $2,655 | $2,987-11.1% | $3,706-28.4% | $3,332-20.3% |
| Admin fee / account holder | $1,334 | $4,512-70.4% | $5,608-76.2% | $4,645-71.3% |