Filed December 17, 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 | $513,599 | $57,073+799.9% | $85,126+503.3% | $80,925+534.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 8.87% | 21.69%-12.8pp | 66.63%-57.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $27,936 | $1,801+1451.5% | $2,731+922.8% | $2,756+913.6% |
| Participant deferral / active EE | $7,009 | $3,113+125.1% | $4,523+55.0% | $4,299+63.1% |
| Admin fee / account holder | $9,160 | $4,988+83.7% | $6,160+48.7% | $6,940+32.0% |