Filed January 23, 2025
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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 | $71,786 | $84,712-15.3% | $740,967-90.3% | $84,712-15.3% |
| Participation rate | 91.3% | 58.1%+33.2pp | 93.1%-1.9pp | 58.1%+33.2pp |
| Annual return | 7.67% | 15.22%-7.5pp | 11.85%-4.2pp | 15.22%-7.5pp |
| Employer contribution / active EE | $1,968 | $2,451-19.7% | $10,506-81.3% | $2,451-19.7% |
| Participant deferral / active EE | $2,742 | $3,010-8.9% | $6,284-56.4% | $3,010-8.9% |
| Admin fee / account holder | $20,367 | $7,361+176.7% | $75,689-73.1% | $7,361+176.7% |