Filed August 7, 2024 (most recent of 4 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,957 | $415,031-81.2% | $115,939-32.8% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 2.82% | 15.23%-12.4pp | 3.97%-1.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $28,168-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $274-100.0% | - |
| Admin fee / account holder | $25,443 | $113,846-77.7% | $12,837+98.2% | - |