Filed May 14, 2024
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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.)
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 | $30,143 | $80,781-62.7% | $102,437-70.6% | $74,478-59.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 737.23% | 27.58%+709.7pp | 24.95%+712.3pp | 1370.56%-633.3pp |
| Employer contribution / active EE | $2,456 | $3,160-22.3% | $3,871-36.5% | $2,626-6.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $406 | $2,372-82.9% | $8,388-95.2% | $1,946-79.1% |