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 | $59,305 | $65,376-9.3% | $87,104-31.9% | $65,185-9.0% |
| Participation rate | 94.1% | 75.3%+18.8pp | 76.9%+17.2pp | 70.2%+23.9pp |
| Annual return | 19.96% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,777 | $1,822-2.5% | $2,521-29.5% | $2,177-18.4% |
| Participant deferral / active EE | $3,306 | $3,388-2.4% | $4,048-18.3% | $3,514-5.9% |
| Admin fee / account holder | $3,110 | $520+498.3% | $7,491-58.5% | $847+267.1% |