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 | $397,649 | $52,279+660.6% | $89,435+344.6% | $79,856+398.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -0.53% | 22.16%-22.7pp | 245.55%-246.1pp | 31.71%-32.2pp |
| Employer contribution / active EE | $23,311 | $1,572+1383.3% | $2,587+801.0% | $2,471+843.3% |
| Participant deferral / active EE | $6,212 | $2,740+126.7% | $3,890+59.7% | $3,741+66.1% |
| Admin fee / account holder | $409 | $3,356-87.8% | $4,884-91.6% | $5,306-92.3% |