Filed August 8, 2024 (most recent of 2 filings on file)
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Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $611,629 | $73,988+726.7% | $96,538+533.6% | $75,177+713.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 45.61% | 26.73%+18.9pp | 35.74%+9.9pp | 160.75%-115.1pp |
| Employer contribution / active EE | $647 | $2,930-77.9% | $3,740-82.7% | $2,671-75.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,425 | $5,220+42.2% | $6,737+10.2% | $5,651+31.4% |