Filed June 7, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,539 | $82,028+5.5% | $123,105-29.7% | $59,633+45.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.84% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,184 | $3,297+26.9% | $5,151-18.8% | $2,203+90.0% |
| Participant deferral / active EE | $4,711 | $4,667+0.9% | $6,229-24.4% | $3,192+47.6% |
| Admin fee / account holder | $2,029 | $5,879-65.5% | $9,014-77.5% | $4,297-52.8% |