Filed November 20, 2024 (most recent of 7 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,408 | $102,422+268.5% | $147,117+156.5% | $80,959+366.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 9.30% | 135.16%-125.9pp | 420.54%-411.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $30,885 | $3,717+730.8% | $4,932+526.1% | $2,757+1020.2% |
| Participant deferral / active EE | $17,542 | $6,652+163.7% | $8,065+117.5% | $4,300+307.9% |
| Admin fee / account holder | $64,679 | $7,953+713.2% | $12,993+397.8% | $6,925+833.9% |