Filed February 14, 2025
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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 | $13,320 | $61,356-78.3% | $149,696-91.1% | $71,511-81.4% |
| Participation rate | 88.9% | 62.5%+26.4pp | 78.8%+10.1pp | 67.9%+21.0pp |
| Annual return | 16.00% | 35.86%-19.9pp | 134.46%-118.5pp | 28.86%-12.9pp |
| Employer contribution / active EE | $815 | $2,382-65.8% | $4,821-83.1% | $2,589-68.5% |
| Participant deferral / active EE | $1,476 | $2,920-49.4% | $5,682-74.0% | $4,291-65.6% |
| Admin fee / account holder | $647 | $1,263-48.8% | $13,212-95.1% | $1,588-59.3% |