Filed September 27, 2024 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,629 | $61,391-87.6% | $149,723-94.9% | $71,529-89.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.08% | 35.88%-20.8pp | 134.50%-119.4pp | 28.97%-13.9pp |
| Employer contribution / active EE | $2,141 | $2,384-10.2% | $4,821-55.6% | $2,590-17.3% |
| Participant deferral / active EE | $744 | $2,921-74.5% | $5,682-86.9% | $4,291-82.7% |
| Admin fee / account holder | $919 | $1,264-27.3% | $13,215-93.0% | $1,588-42.2% |