Filed October 17, 2024 (most recent of 5 filings on file)
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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.)
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 | $87,849 | $100,041-12.2% | $149,718-41.3% | $70,131+25.3% |
| Participation rate | 98.7% | 83.6%+15.1pp | 87.1%+11.7pp | 69.5%+29.2pp |
| Annual return | 8.97% | 27.43%-18.5pp | 1501.67%-1492.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $3,257 | $3,662-11.1% | $5,445-40.2% | $2,342+39.0% |
| Participant deferral / active EE | $1,407 | $4,983-71.8% | $6,569-78.6% | $3,332-57.8% |
| Admin fee / account holder | $8,298 | $8,286+0.1% | $11,283-26.5% | $4,645+78.6% |