Filed December 17, 2024 (most recent of 2 filings on file)
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Employer 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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $814,497 | $57,590+1314.3% | $86,233+844.5% | $82,448+887.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.27% | 22.41%-4.1pp | 61.39%-43.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,430 | $3,080+108.8% | $4,559+41.0% | $4,139+55.3% |
| Admin fee / account holder | $25,787 | $4,730+445.1% | $8,342+209.1% | $7,234+256.5% |