Filed March 4, 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 | $5,166 | $77,638-93.3% | $156,551-96.7% | $62,881-91.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,855 | $3,444-46.1% | $5,501-66.3% | $2,281-18.7% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $355 | $5,561-93.6% | $13,028-97.3% | $4,296-91.7% |