Filed August 8, 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 | $272,340 | $115,814+135.2% | $101,275+168.9% | $158,982+71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.05% | 56.16%-58.2pp | 46.48%-48.5pp | 302.99%-305.0pp |
| Employer contribution / active EE | $16,157 | $4,176+286.9% | $3,660+341.4% | $4,763+239.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,922 | $7,249-4.5% | $5,948+16.4% | $11,252-38.5% |