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 | $136,626 | $110,083+24.1% | $151,645-9.9% | $68,490+99.5% |
| Participation rate | 95.9% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.0pp |
| Annual return | -14.98% | -10.12%-4.9pp | 3.34%-18.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,345 | $4,470+19.6% | $6,165-13.3% | $2,597+105.8% |
| Participant deferral / active EE | $6,334 | $6,526-2.9% | $8,363-24.3% | $4,028+57.3% |
| Admin fee / account holder | $9,069 | $7,718+17.5% | $11,614-21.9% | $5,403+67.8% |