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 | $459,754 | $49,896+821.4% | $80,627+470.2% | $75,173+511.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 7.28% | 34.67%-27.4pp | 936.76%-929.5pp | 160.72%-153.4pp |
| Employer contribution / active EE | $27,901 | $1,699+1542.5% | $2,723+924.8% | $2,671+944.6% |
| Participant deferral / active EE | $6,858 | $2,992+129.2% | $4,443+54.4% | $4,126+66.2% |
| Admin fee / account holder | $14,934 | $3,578+317.4% | $5,381+177.5% | $5,651+164.3% |