Filed September 30, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,430 | $168,635-85.5% | $147,617-83.5% | $125,389-80.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.29% | 77.65%-80.9pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $62,196 | $6,252+894.8% | $5,564+1017.7% | $4,866+1178.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $170,051 | $13,580+1152.2% | $11,612+1364.5% | $9,541+1682.3% |