Filed April 11, 2024
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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.
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 | $20,301 | $75,962-73.3% | $154,108-86.8% | $64,173-68.4% |
| Participation rate | 86.4% | 70.4%+16.0pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -9.35% | 30.32%-39.7pp | 735.21%-744.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $4,650 | $3,350+38.8% | $5,298-12.2% | $2,381+95.3% |
| Participant deferral / active EE | $2,766 | $3,175-12.9% | $5,081-45.6% | $3,470-20.3% |
| Admin fee / account holder | $2,404 | $5,589-57.0% | $13,411-82.1% | $4,887-50.8% |