Filed October 7, 2024
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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 | $9,706 | $64,324-84.9% | $118,914-91.8% | $79,856-87.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 16.73% | 86.45%-69.7pp | 35.89%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $515 | $1,836-71.9% | $3,264-84.2% | $2,471-79.1% |
| Participant deferral / active EE | $869 | $2,824-69.2% | $4,266-79.6% | $3,741-76.8% |
| Admin fee / account holder | $1,283 | $4,040-68.2% | $6,582-80.5% | $5,306-75.8% |