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 | $74,960 | $109,359-31.5% | $162,185-53.8% | $72,976+2.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.37% | 25.46%-13.1pp | 115.61%-103.2pp | 81.02%-68.6pp |
| Employer contribution / active EE | $3,687 | $3,907-5.7% | $5,613-34.3% | $2,440+51.1% |
| Participant deferral / active EE | $2,042 | $5,481-62.7% | $7,297-72.0% | $3,608-43.4% |
| Admin fee / account holder | $6,596 | $7,972-17.3% | $10,844-39.2% | $5,124+28.7% |