Filed June 13, 2024
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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.
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 | $11,582 | $58,292-80.1% | $86,640-86.6% | $71,511-83.8% |
| Participation rate | 90.7% | 65.0%+25.6pp | 71.7%+18.9pp | 67.9%+22.7pp |
| Annual return | 22.83% | 21.63%+1.2pp | 592.52%-569.7pp | 28.86%-6.0pp |
| Employer contribution / active EE | $2,767 | $2,574+7.5% | $3,024-8.5% | $2,589+6.9% |
| Participant deferral / active EE | $3,040 | $3,438-11.6% | $4,438-31.5% | $4,291-29.2% |
| Admin fee / account holder | $1,148 | $1,057+8.6% | $5,616-79.6% | $1,588-27.7% |