Filed June 4, 2024 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,899 | $79,955+290.1% | $98,461+216.8% | $75,173+314.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 6.92% | 19.75%-12.8pp | 21.17%-14.3pp | 160.72%-153.8pp |
| Employer contribution / active EE | $16,366 | $2,264+622.8% | $3,049+436.8% | $2,671+512.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,411 | $6,841-20.9% | $8,961-39.6% | $5,651-4.2% |