Filed January 2, 2024 (most recent of 7 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 | $56,273 | $53,128+5.9% | $86,582-35.0% | $70,126-19.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.62% | 27.66%-13.0pp | 965.08%-950.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,174 | $2,695+92.0% | $3,609+43.4% | $3,332+55.3% |
| Admin fee / account holder | $1,431 | $3,584-60.1% | $4,904-70.8% | $4,645-69.2% |