Filed May 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,542 | $125,758-62.2% | $170,004-72.0% | $75,173-36.8% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.0%+1.3pp | 67.2%+21.1pp |
| Annual return | 12.79% | 27.20%-14.4pp | 53.39%-40.6pp | 160.65%-147.9pp |
| Employer contribution / active EE | $5,664 | $4,615+22.7% | $6,786-16.5% | $2,670+112.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,884 | $8,173+8.7% | $12,816-30.7% | $5,651+57.2% |