Filed December 10, 2024
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,050 | $72,027+94.4% | $185,861-24.6% | $79,856+75.4% |
| Participation rate | 91.5% | 65.8%+25.8pp | 78.0%+13.5pp | 69.6%+21.9pp |
| Annual return | -42.93% | 23.13%-66.1pp | 35.96%-78.9pp | 31.71%-74.6pp |
| Employer contribution / active EE | $5,805 | $1,965+195.4% | $4,088+42.0% | $2,471+134.9% |
| Participant deferral / active EE | $11,382 | $3,780+201.1% | $5,634+102.0% | $3,741+204.3% |
| Admin fee / account holder | $348 | $4,513-92.3% | $9,503-96.3% | $5,306-93.4% |