Filed January 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.)
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 | $80,673 | $125,797-35.9% | $170,057-52.6% | $75,177+7.3% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 14.73% | 27.20%-12.5pp | 53.42%-38.7pp | 160.75%-146.0pp |
| Employer contribution / active EE | $2,467 | $4,616-46.6% | $6,790-63.7% | $2,671-7.6% |
| Participant deferral / active EE | $3,987 | $6,838-41.7% | $10,411-61.7% | $4,126-3.4% |
| Admin fee / account holder | $1,137 | $8,177-86.1% | $12,826-91.1% | $5,651-79.9% |