Filed May 14, 2024
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Participant 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,541 | $136,307-75.4% | $177,848-81.1% | $73,497-54.4% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.5pp |
| Annual return | 25.42% | 18.68%+6.7pp | 48.33%-22.9pp | 28.51%-3.1pp |
| Employer contribution / active EE | $1,565 | $3,712-57.9% | $5,919-73.6% | $2,270-31.1% |
| Participant deferral / active EE | $3,194 | $5,829-45.2% | $7,714-58.6% | $3,740-14.6% |
| Admin fee / account holder | $1,000 | $596+67.9% | $12,431-92.0% | $513+94.9% |