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.)
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 | $39,008 | $94,529-58.7% | $140,019-72.1% | $64,173-39.2% |
| Participation rate | 98.7% | 84.1%+14.6pp | 87.5%+11.2pp | 69.6%+29.1pp |
| Annual return | -5.15% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,787 | $3,812+25.6% | $5,605-14.6% | $2,381+101.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,776 | $6,741-73.7% | $10,705-83.4% | $4,887-63.7% |