Filed November 5, 2024 (most recent of 2 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 | $24,682 | $137,414-82.0% | $189,537-87.0% | $85,847-71.2% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 12.93% | 38.14%-25.2pp | 555.34%-542.4pp | 318.61%-305.7pp |
| Employer contribution / active EE | $3,088 | $4,344-28.9% | $6,161-49.9% | $2,565+20.4% |
| Participant deferral / active EE | $1,596 | $6,260-74.5% | $8,220-80.6% | $3,952-59.6% |
| Admin fee / account holder | $6,311 | $8,630-26.9% | $12,048-47.6% | $6,261+0.8% |