Filed December 12, 2023
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Participant 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,087 | $57,312-94.6% | $86,617-96.4% | $75,181-95.9% |
| Participation rate | 95.4% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 25.22% | 2672.78%-2647.6pp | 591.91%-566.7pp | 160.69%-135.5pp |
| Employer contribution / active EE | $839 | $2,315-63.7% | $3,023-72.2% | $2,671-68.6% |
| Participant deferral / active EE | $655 | $3,319-80.3% | $4,437-85.2% | $4,126-84.1% |
| Admin fee / account holder | $978 | $4,114-76.2% | $5,613-82.6% | $5,650-82.7% |