Filed January 16, 2025
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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 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 | $0 | $77,908-100.0% | $149,696-100.0% | $75,173-100.0% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | -103.79% | 31.73%-135.5pp | 134.46%-238.2pp | 160.72%-264.5pp |
| Employer contribution / active EE | $1,462 | $3,138-53.4% | $4,821-69.7% | $2,671-45.3% |
| Participant deferral / active EE | $5,829 | $3,411+70.9% | $5,682+2.6% | $4,126+41.3% |
| Admin fee / account holder | $3,508 | $5,950-41.0% | $13,212-73.4% | $5,651-37.9% |