Filed December 6, 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 | $370,394 | $94,766+290.8% | $112,923+228.0% | $139,487+165.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 40.96%-29.3pp | 34.13%-22.5pp | 373.84%-362.2pp |
| Employer contribution / active EE | $15,314 | $4,636+230.3% | $4,570+235.1% | $4,755+222.1% |
| Participant deferral / active EE | $12,791 | $6,523+96.1% | $6,520+96.2% | $6,713+90.5% |
| Admin fee / account holder | $130,514 | $8,529+1430.3% | $7,046+1752.4% | $11,407+1044.1% |