Filed February 26, 2024 (most recent of 3 filings on file)
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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.
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 | $238,644 | $65,440+264.7% | $98,506+142.3% | $85,851+178.0% |
| Participation rate | 85.1% | 65.0%+20.0pp | 73.3%+11.7pp | 69.3%+15.7pp |
| Annual return | 11.45% | 21.75%-10.3pp | 1494.92%-1483.5pp | 318.63%-307.2pp |
| Employer contribution / active EE | $7,887 | $2,169+263.6% | $2,961+166.3% | $2,565+207.4% |
| Participant deferral / active EE | $6,803 | $3,168+114.7% | $4,277+59.1% | $3,952+72.1% |
| Admin fee / account holder | $6,427 | $4,596+39.8% | $5,955+7.9% | $6,261+2.6% |