Filed October 1, 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 | $273,428 | $127,273+114.8% | $109,895+148.8% | $167,518+63.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.89% | 22.97%-16.1pp | 29.46%-22.6pp | 478.71%-471.8pp |
| Employer contribution / active EE | $4,892 | $3,324+47.2% | $2,843+72.0% | $4,838+1.1% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,831 | $7,117+319.2% | $6,067+391.7% | $12,312+142.3% |